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Financial Advisors in Portland, Oregon

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
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 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.
 

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

John Abrahamson

John Abrahamson

Client Advisor and Principal Emeritus

Bill Berg

Bill Berg

Senior Vice President, Senior Portfolio Manager

Rocio Fitzgerald

Rocio Fitzgerald

Client Associate

Michael J. Freiling

Michael J. Freiling

Client Advisor

Korina Kaio-Maddox

Korina Kaio-Maddox

Client Associate

Kristen Kestel

Kristen Kestel

Client Advisor

Harmon Laurin

Harmon Laurin

Senior Vice President

Norinda Ray

Norinda Ray

Client Associate

Shane Rowan

Shane Rowan

Tax Advisor

Matthew W. Sheets

Matthew W. Sheets

Client Advisor

Duncan Wilk

Duncan Wilk

Regional Vice President

Timothy Wylder

Timothy Wylder

Senior Vice President

Awards

News

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Mercer Boosts Female Leadership with New Hire

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