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 Newport Beach 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 Newport Beach financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:

 

Meeting the Financial Needs of the Southern California Community

Our family office serves clients who live and work in Orange County and the surrounding areas. The diverse nature of our client base means we have the expertise to manage complex financial issues including business succession planning, equity compensation, highly concentrated positions, asset inheritance, divorce, and 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:

• UC Irvine Paul Merage School of Business Center for Investment and Wealth Management
• LIFEvest
• KidWorks
• Align International
• Children’s Hospital Orange County
• HOAG Hospital
• Scouts of Orange County
• WISE
• Newport Bay Conservancy
• Vista Verde Foundation
• Servite High School

Our team is able to assist clients in multiple languages including Spanish, Mandarin, and Dutch.