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Financial Advisors in Newport Beach, California

Located in Newport Center, adjacent to Fashion Island, our Newport Beach office brings together CERTIFIED FINANCIAL PLANNERS™, advisors, 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

800.394.3894
Hours: 8 AM – 5 PM, Monday – Friday

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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 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

Jeffrey Marchiorlatti

Regional Vice President

Kara Duckworth

Managing Director of Client Experience

David Askew

Sr. Wealth Advisor, Director

Yisen Cai

Wealth Advisor

Tyler Smith

Wealth Advisor

Erik W. Thurnher

Client Advisor

Luc Ceci

Financial Planner

Colton Petty

Financial Planner

Denise Rhodey

Lead Client Service Specialist

Laura Madariaga

Lead Client Service Specialist

Susan Evans

Client Service Specialist

Grace Chyun

Client Service Specialist

Chanelle Van Pelt

Financial Planner

Mark Doran

Senior Tax Director

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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Talk to Newport Beach Financial Advisors