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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

Awards

News

New Legislation Impacts Retirement Planning

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Mercer Advisors Takes ESG to a New Level

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Mercer Boosts Female Leadership with New Hire

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Talk to Santa Barbara Financial Advisor