Financial Advisors near South Portland
Located South of Downtown Portland near Lake Oswego, our office together with the entire Mercer Advisors team bring CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.
12455 SW 68th Avenue
Portland, Oregon 97223
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About Us
Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning capital investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and related financial services. We’ll match you with a wealth advisor in Portland that best fits your needs. Our financial advisors strive to understand your financial situation and guide you on the path to help grow your wealth, attain Economic Freedom™, and succeed in your life journey.
Financial Management to Help Maximize Wealth
Our Portland-South financial advisors specialize in helping individuals, families, foundations, endowments, 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 (SRI)
- Foundations and non-profits
- Donor-advised funds and charitable trusts
- Education/college planning
- Cash flow/budget optimization
Supporting the Financial Needs of the Portland Metro Community
The Portland South office has supported the Portland community for over 30 years. The reasons for working with us are as varied as the clients we serve – a select group of individuals, multigenerational families, executives, business owners, and trustees. We specialize in employee benefits for companies located in the Portland Metro area to help our clients prepare for the future by making informed decisions. Our team helps clients stay on course no matter where life leads them. In all aspects of our relationships, we maintain a client-centric approach, acting as fiduciaries and keeping client goals and values as our driving principles. We work as a team with our clients to help them achieve and maintain Economic Freedom™.
We are active participants in the community where we live and work. We currently support several local and regional organizations and events. Among them are:
- Circle of Giving – OHSU
- Portland State University, Barron’s in Education
- Maurice Lucas Foundation (ML20)
- Rice Northwest Museum of Rocks & Minerals
- Multnomah County Library
- Women’s Leadership Alliance
- Local public and private schools
- Oregon Business Council-Task Force on Poverty
Meet Your Portland-South Team
Josh DeForest
Managing Director
Judith A. McGee
Executive Vice President, Senior Lead Advisor
Duncan Wilk
Regional Vice President
Nikki Ivins
Regional Sales Associate
Jennifer Currin Gutridge
Sr. Wealth Advisor
Sarah Elise Berry
Sr. Wealth Advisor
Andrea Sunada
Wealth Advisor
James Roundy
Associate Wealth Advisor
Michon McCabe
Client Service Specialist
Brittani Woodruff
Client Service Specialist
Laurie Macielinski
Client Service Specialist
Theresa Bedard
Manager of Trading & Investments
Erin Wheatcraft
Manager of Operations
Erin Larsen
Investment Operations Assistant
Carolyn Ann Muller
Client Service Coordinator