Financial Advisors in Santa Barbara, California
Located just off the volleyball courts on East Beach before the entrance to the Coast Village Road roundabout, our Santa Barbara office brings together CERTIFIED FINANCIAL PLANNER™ professionals, advisors, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.
1801 East Cabrillo Blvd
Santa Barbara, California 93108
877.642.5224
Hours: 8AM – 5PM, Monday – Friday
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About Us
Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a financial advisor in Santa Barbara that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey.
Financial Management to Help Maximize Wealth
Our Santa Barbara 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
- Foundations & non-profits
- Donor advised funds & charitable trusts
- Education / college planning
- Cash flow / budget optimization
Meeting the Financial Needs of the Santa Barbara Community
The Santa Barbara office is the first Mercer Advisors office, opened in 1985. We have worked and lived in the community for over three decades and have continuously served clients throughout the Central Coast. Our clients include business owners, executives, individuals, and multi-generational families. This diverse nature of our client base means we have the expertise to manage complex financial issues. Whether we are serving clients, or actively participating in local organizations, we are committed to serving this Central Coast community in which we live and work. We currently volunteer and support the following local organizations:
- Page Youth Center
- Franklin School Reading Program
- Pierre Claeyssens Veterans Ball
- Santa Barbara County 4-H
- Goleta Valley Junior High School
- Dos Pueblos High School
Meet Your Santa Barbara Team
Adam Stanowick
Associate Financial Planner
Caitlin Smith
Client Service Specialist
Doug Fabian
Senior Vice President
Elizabeth Dahlberg
Client Associate
Emi Umezawa
Wealth Advisor
Jeff Minc
Financial Planner
Jonathan Mitchell
Wealth Advisor
Josiah Taylor
Client Associate
Justin Shane
Associate Wealth Advisor
Kelly Palmer
Sr. Wealth Advisor
Lisa Hensley
Client Service Specialist
Matt Cook
Managing Director
Nicholas Ladaga
Regional Sales Associate
Sarai Covell
Client Service Specialist
Stefani Kohler
Associate Financial Planner
Sydney Kirkes
Sr. Client Service Specialist
Yvonne Wood
Sr. Wealth Advisor
