Financial Advisors in Kahului, Hawaii
Located in the heart of Kahului, in Dairy Road Center, our Kahului office brings together CERTIFIED FINANCIAL PLANNER™ professionals, advisors, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.
Hours: 8 AM – 5 PM, Monday – Friday
Mercer Advisors has more than 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a financial advisor in Kahului that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey.
Financial Management to Help Maximize Wealth
Our Kahului financial advisors specialize in helping individuals, families, and businesses with comprehensive wealth management services including:
- Retirement planning
- Trusts and estate planning
- Tax planning and return filing
- Insurance analysis
- Long term care / Medicare planning
- Company retirement plans
- Social security optimization
- Tax efficient investing
- Socially responsible investments
- Foundations & non-profits
- Donor advised funds & charitable trusts
- Education / college planning
- Cash flow / budget optimization
Meeting the Financial Needs of Kahului and the Hawaii Community
Our Kahului office serves clientele throughout the state of Hawaii. Whether it’s socially responsible investing, the nuances of retirement, tax strategy or estate planning, our team focuses on what is important to our clients lives and the unique goals they want to achieve. Our lead advisor is female with extensive experience working with women in various life stages. If you have a family, are changing jobs, own a business, becoming or are a single parent, planning for or are in retirement, our advisors will ensure you are on track to achieve Economic FreedomTM.
The Kahului office is committed to serving the community in which we live and work. Whether we are serving clients, or actively participating in local organizations through sponsorships, volunteering or as board members, we take pride in our connections to our community and its needs. We currently work with and support the following local organizations:
- Hospice Maui
- Maui Academy of Performing Arts (MAPA)
- Mana’o Radio
- Maui Tomorrow
- Maui Chamber Orchestra
- 100 Women Who Care Maui
- Women Helping Women
- Maui Food Bank
Meet Your Kahului Team
Regional Sales Associate
Client Service Specialist
2019 Barron’s, Advisors who wish to be ranked fill out a 102-question survey about their practice. We verify that data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice.
2019 Private Asset Management (PAM), Mercer Advisors was awarded the Best Private Wealth Manager for firms with over $5 billion dollars in assets under management. Mercer Advisors was selected as the winner from among eight shortlisted entrants. The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually. Candidates are invited to submit responses in several categories to demonstrate developments to their business model, financial progress in business performance and service offerings. Selection is determined by growth in clients and employees, client satisfaction, and product Innovation over the course of the previous year. Winners are determined by an independent panel of industry experts and the PAM editorial team. For more information on Private Asset Management (PAM), visit fundintelligence.global.
Investor.com – The 94 financial advisory firms listed were selected using a rigorous Trust algorithm, which sorts through 23 million data points from the SEC, FINRA and manual compilations regularly. The qualifiers for the 2020 Firms to Watch are firms that hold fiduciary status, have a secure website, have a fee-only model, do not have common conflicts of interest, do not have a 12b1 conflict and wrapped up 2019 with clean disciplinary records. It is important to note that the list is not based on how many years these advisory firms have been registered or their total assets under management (AUM).