Welcome to Our Portland Office

Experienced Financial Advisors in Portland

Portland Hero

For more than two decades and counting, Mercer Advisors has been proud to call the Pacific Northwest home.

We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.

Karrie Spencer
Karrie Spencer Signature
Karrie Spencer, CFP® Managing Director
Portland
Ready to get in touch? My team and I are here to help.
Duncan Wilk
Duncan Wilk, CFP® Regional Vice President
Portland

Portland

121 Southwest Morrison Street
Suite 910
Portland, Oregon 97204

Phone: 503.419.3938

Portland Offices Fast Facts & Specialties

  • Deep experience with: Executive compensation, RSUs, stock options, deferred compensation, and concentrated stock positions.
  • Specialized solutions include: Oregon and Washington estate tax strategies, multi-generational succession planning, philanthropy, services for endowments and foundations.

Meet a Few of Our Talented Advisors

Our team is deeply embedded in the Portland community and specializes in areas relevant to local residents.

In Our Community

From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.

Mercer Advisors Portland office during our popular Shred Event
Office Event

Shred Event

Mercer Advisors Portland office during our annual, Shred Event. Clients and families came together to securely shred old tax documents, utility bills, bank statements, and more. Everyone enjoyed a lovely picnic lunch with wine and beer included! If you are interested in attending next Spring, reach out to our office for more information. 

Eco School Network
Sponsorship

Eco School Network

We proudly sponsored an event for an Oregon-based nonprofit dedicated to empowering parents and students to lead school-wide initiatives that connect kids to nature and build lifelong stewardship skills.

Learn more

Clicking on the above link (if provided) will take you to a third-party site, not affiliated with Mercer Advisors.

Ready to get in touch?
My team and I are here to help.

Regional Vice President, Portland