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Financial Advisors in Los Angeles, California

Located in the heart of the San Fernando Valley, across Sepulveda Blvd. from the Galleria, at the 405/101 interchange, our Los Angeles office brings together CERTIFIED FINANCIAL PLANNERS™, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

15233 Ventura Boulevard
Suite 1140
Sherman Oaks, California 91403

888.642.1000
Hours: 8 AM – 5 PM, Monday – Friday

Speak with a Los Angeles Advisor


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About Us

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 Los Angeles 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.

 

Solutions to Help Maximize Your Wealth

We 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 & non-profits
  • Donor advised funds & charitable trusts
  • Education / college planning
  • Cash flow / budget optimization

 

Meeting the Needs of the Los Angeles Community

Our office serves clients who live and work in the Greater Los Angeles area. The diverse nature of our client base means we have the expertise to manage complex financial issues including equity compensation and highly concentrated positions, asset inheritance, divorce, or transitioning into retirement. Whether we are serving clients, or actively participating in local organizations, we are committed to serving the community in which we live and work. We currently support the following local organizations:

  • Metropolitan Educational Theater Network
  • Financial Planning Association pro bono efforts, connecting financial planning practitioners to individuals, families, and communities in need
  • Susan Komen Foundation
  • Palisades Pony Baseball Association
  • Pacific Palisades Women’s Club
  • Corpus Christi Elementary School Technology Fund
  • Rocky Mountain Elk Foundation
  • Aloha Independent Living Center

Meet Your Los Angeles Team

Jeff Katz

Regional Vice President

Javier Solis

Client Advisor

Michael W. Johns

Client Advisor

Doug Fabian

Executive Vice President

Kevin Jack

Client Advisor and Regional Director

Emelyne Seh

Client Associate

Brooks Allen

Client Associate

Robert Toomire

Regional Vice President

Awards

News

New Legislation Impacts Retirement Planning

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Mercer Advisors Takes ESG to a New Level

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Mercer Boosts Female Leadership with New Hire

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