Financial Advisors in Portland, Oregon

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
Suite 800
Portland, Oregon 97204

503.419.3938
Hours: 8AM - 5PM, Monday - Friday

Speak with a Portland Advisor


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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 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.

Solutions to Help Maximize Your Wealth

We specialize in helping individuals, families, foundations, 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

 

We are Active Members of the Portland Community

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:

  • Oregon Community Foundation
  • Oregon Health & Science University Foundation
  • The Ford Family Foundation
  • Ethos
  • Terwilliger Plaza Foundation
  • MIKE Program
  • Boys & Girls Club of Portland
  • St. Mary’s Academy
  • St. Mary’s Home for Boys
  • BRAVO Youth Orchestra
  • Hillsboro Oregon Community Foundation
  • College Possible Oregon
  • The Healy Foundation
  • Youth, Rights & Justice
  • La Salle High School Educational Foundation
  • The Merrill Family Foundation
  • Community Cancer Foundation

Meet Your Portland Team

Duncan Wilk

Duncan Wilk

Regional Vice President

Shane Rowan

Shane Rowan

Tax Advisor

Korina Kaio-Maddox

Korina Kaio-Maddox

Client Associate

Bill Berg

Bill Berg

Senior Vice President, Senior Portfolio Manager

John Abrahamson

John Abrahamson

Client Advisor and Principal Emeritus

Norinda Ray

Norinda Ray

Client Associate

Timothy Wylder

Timothy Wylder

Senior Vice President

Kristen Kestel

Kristen Kestel

Client Advisor

Matthew W. Sheets

Matthew W. Sheets

Client Advisor

Harmon Laurin

Harmon Laurin

Senior Vice President

Alexander Baker

Alexander Baker

Client Associate

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 Us.

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).