Financial Advisors in Ketchum
Located in the heart of downtown Ketchum, our office together with the entire Mercer Advisors team bring CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.
131 4th Street East
Ketchum, Idaho 83340
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About Us
Mercer Advisors has over 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 wealth advisor in Ketchum-Sun Valley that best fits your needs. Our financial advisors strive to understand your financial situation and guide you on the path to help grow your wealth, attain Economic Freedom™, and succeed in your life journey.
Financial Management to Help Maximize Wealth
Our Ketchum – Sun Valley financial advisors specialize in helping individuals, families, foundations, endowments, 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 and non-profits
- Donor-advised funds and charitable trusts
- Education/college planning
- Cash flow/budget optimization
Meeting the Financial Needs of the Ketchum-Sun Valley Community
Our office serves clients who live and work in the Wood River Valley and throughout the Intermountain West. Whether it’s retirement planning, socially responsible investing, tax-efficient strategies, or building a sustainable income portfolio, our team focuses on what is important to our clients’ lives and the goals they want to achieve. With the many twists and turns our lives take, like having families, changing jobs, or marital status change, our advisors can help you stay on track to achieve Economic Freedom™. We are active participants in the community where we live and work and are currently supporting the following local organizations and events:
- The Hunger Coalition
- The Argyros Center for Performing Arts
- Sun Valley Community School
- The Advocates for Domestic Violence
Meet Your Ketchum Team
Josh DeForest
Managing Director
Duncan Wilk
Regional Vice President
James Everitt
Sr. Wealth Advisor, Director
Jack Gilligan
Sr. Wealth Advisor
David Riffe
Wealth Advisor
Bradley Anderson
Associate Wealth Advisor
Alexa Willis
Sr. Financial Planner
Joseph Banks
Client Service Specialist
Harper Sample
Client Service Specialist
Mark Eshman
Director of Foundations and Endowments Group, Senior Wealth Advisor