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 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.
Portland
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.
Financial Solutions We Offer in Portland
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Portland community and specializes in areas relevant to local residents.
When I can offer empathy alongside sound financial strategies to help ease my clients’ uncertainty, I feel fulfilled. Understanding their experiences, family dynamics, and value systems helps me be a better advisor — and a better person.
I love my role as an outsourced CIO for local nonprofits, collaborating with dedicated individuals who are making a significant difference in our community. It’s so rewarding to be a part of driving positive change in the PNW.
I get excited helping families financially support the lives they enjoy. It is rewarding to help clients turn their financial questions about retirement, paying for college, and other goals from ‘can I or can’t I?’ into ‘will I or won’t I?’
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
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
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.
Habitat for Humanity
Our Portland team participated in a Habitat for Humanity build at the new West Lake Grove site in Lake Oswego, Oregon. This marked Mercer Advisors’ first build at that location, contributing to community development through hands-on volunteer work.
MIKE Program
Our team was proud to sponsor and attend this event in support of the MIKE Program, a nonprofit dedicated to educating and mentoring underserved students to lead healthy lives through health education and mentorship.
Youth Rights and Justice – 2026 Gala
Mercer Advisors was proud to sponsor the Youth, Rights & Justice Gala, supporting an organization dedicated to advancing the rights of children, parents, and families through advocacy, education, and community engagement. The event provided a meaningful opportunity to connect with community members, support an important cause, and celebrate the impact of efforts that help strengthen and empower families.
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Ready to learn more from the Portland team?
Let’s TalkTRUST WE HAVE EARNED
#1 RIA in 2025 Barron’s Top 100 RIAs Ranking
Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side
5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026
Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool