Wealth Advisors in Kirkland
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.
11 10th Avenue
Kirkland, Washington 98033
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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 Kirkland 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 Kirkland 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 (SRI)
- Foundations & non-profits
- Donor advised funds & charitable trusts
- Education / college planning
- Cash flow / budget optimization
Financial Services as Individual as You Are
Our goal is to help clients feel empowered with their money and prepared for the future, regardless of stage or circumstances of life. And because no two people travel the same path through life, every client’s plan is as unique as they are. Our approach to managing your money is tailored specifically to you, your values and your situation. We want to know not just your important financial goals, but also your passions, your dreams and how you view money. Then we create a roadmap based on this input to help you reach your goals and live life on your terms.
We are strong supporters of helping clients going through divorce, applying the same financial planning process with a focus on offering the guidance and support needed to help safeguard marital assets. Our approach helps clients take control of their financial future and includes the following:
- Lifestyle, budgeting, and cash flow analysis – pre- and post-divorce
- Financial organization of assets and liabilities
- Settlement scenario analysis and decision modeling
- Expert testimony at trial or mediation
- Post-divorce financial planning checklist
- Prenuptial and cohabitation agreement consulting
Community: We are active participants in the community where we live and work. We currently support several local, regional, and national organizations and events. Among them are:
- Seattle Cancer Care Alliance
- Women’s Leadership Alliance
- Colorectal Cancer Alliance
- Local public and private schools
- Local public radio/television
- Family Law CASA
Meet Your Kirkland Team
Josh DeForest
Managing Director
Nicole Miller
Sr. Wealth Advisor, Director
Carrie Beede
Financial Planner
Sharon Littell
Client Service Specialist
Jane Castro
Client Service Specialist
David Simpson
Senior Investment Strategist
Kathleen Miller
Senior Wealth Advisor