Financial Advisors near South Portland

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:

 

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: