For more than two decades and counting, Mercer Advisors has been proud to call the Pacific Northwest home.
We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Portland – South
Portland – South Offices Fast Facts & Specialties
- Deep experience with: Executive compensation, RSUs, stock options, deferred compensation, and concentrated stock positions.
- Specialized solutions include: Oregon and Washington estate tax strategies, multi-generational succession planning, philanthropy, services for endowments and foundations.
Financial Solutions We Offer in Portland – South
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Portland – South clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Portland – South residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Portland – South families like yours to craft tailored plans that help to ensure long-term financial continuity.
Inherited Wealth
Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for Portland – South residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.
IPOs & Liquidity Events
Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future. Learn how we can help demystify the process for you and help avoid a hefty tax bill.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Portland – South residents design retirement plans that help them achieve their financial goals.
Special Needs
Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in Portland – South.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Portland – South community and specializes in areas relevant to local residents.
We all go through life changes. Whether it’s evaluating the compensation package of a new job or designing estate plans for the next generation, they all revolve around money. Guiding my clients through important financial decisions is my passion.
At Mercer Advisors, the resources I have at my disposal to support my clients is above and beyond any other firm I know of. I love that I am able to provide truly comprehensive wealth management to the families I serve.
From farmers and ranchers to corporate executives, I really enjoy working with multi-generational families to help them accomplish their goals and financial freedom.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Shred Event
Mercer Advisors Portland office during our annual, Shred Event. Clients and families came together to securely shred old tax documents, utility bills, bank statements, and more. Everyone enjoyed a lovely picnic lunch with wine and beer included! If you are interested in attending next Spring, reach out to our office for more information.
Eco School Network
We proudly sponsored an event for an Oregon-based nonprofit dedicated to empowering parents and students to lead school-wide initiatives that connect kids to nature and build lifelong stewardship skills.
Habitat for Humanity
Our Portland team participated in a Habitat for Humanity build at the new West Lake Grove site in Lake Oswego, Oregon. This marked Mercer Advisors’ first build at that location, contributing to community development through hands-on volunteer work.
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Ready to learn more from the Portland – South team?
Let’s TalkTRUST WE HAVE EARNED
#1 RIA in 2025 Barron’s Top 100 RIAs Ranking
Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side
5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026
Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool