Financial Advisors in Portland

Our Portland advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts, including Certified Financial Planners™, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.

John Abrahamson

Principal Emeritus

Bill Berg

Senior Vice President, Senior Portfolio Manager

Rocio Fitzgerald

Client Associate

Michael J. Freiling

Client Advisor

Korina Kaio-Maddox

Client Associate

Kristen Kestel

Client Advisor

Harmon Laurin

Senior Vice President

Norinda Ray

Client Associate

Shane Rowan

Tax Advisor

Matthew W. Sheets

Client Advisor

Duncan Wilk

Regional Vice President

Timothy Wylder

Senior Vice President

Talk to Us.

Thanks for visiting!

You are leaving the Mercer Global Advisors website and will be redirected to the Science of Economic Freedom (SOEF) website. SOEF is brought to you by Mercer Advisors Inc., the parent company of Mercer Global Advisors Inc., and is not involved with investment services. Mercer Global Advisors Inc. is an SEC-registered investment adviser headquartered in Denver, CO.

The Science of Economic Freedom website should not be construed by any consumer and/or prospective client as Mercer Advisors’ solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on the SOEF website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Mercer Advisors.