Located at the foot of the Morrison Bridge, overlooking the Willamette River, our Portland office brings together CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Analysts, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.
121 Southwest Morrison Street
Portland, Oregon 97204
Hours: 8AM - 5PM, Monday - Friday
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 Portland 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.
We specialize in helping individuals, families, foundations, and businesses with comprehensive wealth management services including:
The Mercer Advisors Portland office is committed to serving the community in which we live and work. Whether we are serving clients, or actively participating in local organizations through volunteering or as board members, we take pride in our connections to our community and its needs. We currently work with and support the following local organizations:
Client Advisor and Principal Emeritus
Senior Vice President, Senior Portfolio Manager
Senior Vice President
Matthew W. Sheets
Regional Vice President
Senior Vice President
2019 Barron’s, Advisors who wish to be ranked fill out a 102-question survey about their practice. We verify that data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice.
2019 Private Asset Management (PAM), Mercer Advisors was awarded the Best Private Wealth Manager for firms with over $5 billion dollars in assets under management. Mercer Advisors was selected as the winner from among eight shortlisted entrants. The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually. Candidates are invited to submit responses in several categories to demonstrate developments to their business model, financial progress in business performance and service offerings. Selection is determined by growth in clients and employees, client satisfaction, and product Innovation over the course of the previous year. Winners are determined by an independent panel of industry experts and the PAM editorial team. For more information on Private Asset Management (PAM), visit fundintelligence.global.
Investor.com – The 94 financial advisory firms listed were selected using a rigorous Trust algorithm, which sorts through 23 million data points from the SEC, FINRA and manual compilations regularly. The qualifiers for the 2020 Firms to Watch are firms that hold fiduciary status, have a secure website, have a fee-only model, do not have common conflicts of interest, do not have a 12b1 conflict and wrapped up 2019 with clean disciplinary records. It is important to note that the list is not based on how many years these advisory firms have been registered or their total assets under management (AUM).