Located at the foot of the Morrison Bridge, overlooking the Willamette River, our Portland office brings together CERTIFIED FINANCIAL PLANNERS™, 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 over 35 years of experience in financial planning and wealth management services, such as investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We match you with a financial advisor in Portland, Oregon that best fits your needs. Our wealth advisors strive to understand your financial situation 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, 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
Michael J. Freiling
Senior Vice President
Matthew W. Sheets
Regional Vice President
Senior Vice President
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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.