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Financial Advisors in Newport Beach

Located in Newport Center, adjacent to Fashion Island, 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.

620 Newport Center Drive
Suite 1030
Newport Beach, California 92660



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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 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:

  • 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 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.

Meet Your Newport Beach Team

Kevin Jack

Managing Director

David Askew

Sr. Wealth Advisor, Director

Denise Rhodey

Lead Client Service Specialist

Laura Madariaga

Lead Client Service Specialist

Chanelle Van Pelt

Financial Planner

Jeremiah H. Barlow

Head of Family Wealth Services

Mark Doran

Senior Tax Director

Tyler Smith

Wealth Advisor

Susan Evans

Client Service Specialist

Jeffrey Marchiorlatti

Regional Vice President

Erik W. Thurnher

Sr. Wealth Advisor

Grace Chyun

Client Service Specialist

Luc Ceci

Financial Planner

Colton Petty

Financial Planner



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Talk to Newport Beach Financial Advisors