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Financial Advisors in Scottsdale-Paradise Valley

Located near Paradise Valley, 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.

6720 North Scottsdale Road
Suite 212
Scottsdale, Arizona 85253-4426



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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 wealth advisor in the Valley of the Sun, Phoenix-Scottsdale Metro Area 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 Scottsdale – Paradise Valley 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 Phoenix-Scottsdale Metro Area / Valley of the Sun

Our multigenerational Scottsdale-Paradise Valley office serves clients who live and work in the Phoenix-Scottsdale Metro area. Whether it’s socially responsible investing, the complexity of executive compensation and equity plans, or retirement and tax strategy, our team focuses on what is important to our clients’ lives and the goals they want to achieve. With the many twists and turns our lives take, like having families, changing jobs, or marital status change, our advisors can help you stay on track to achieve Economic Freedom™.

Our advisors get to know you on a deep, personal level so we can create custom plans that complement your unique ambition and circumstances. We don’t offer one-size-fits-all solutions because there is no one-size-fits-all solution. We build a tailored plan that helps put your dreams within reach and offers you peace of mind. From small goals to big dreams, our fee-based system allows us to offer advice without relying on third-party commissions or incentives. Our only aim is to help you rest easy each night and enjoy the best things life has to offer. Our Scottsdale-Paradise Valley office of financial professionals has generations of knowledge and diverse skillsets to provide financial guidance that makes the most of your unique journey. We are active participants in the community where we live and work and are currently supporting the following local organizations and events:

  • ADA Tour de Cure
  • Bike MS
  • Child Rescue
  • Feed My Starving Children
  • Goldwater Institute
  • Hospice of the Valley
  • Young Life

Meet Your Scottsdale - Paradise Valley Team

Tim Rowland

Sr. Wealth Advisor, Director

Lindsay Black

Associate Financial Planner

Kristin Greenleaf

Manager of Operations

Jaron Carmichael

Wealth Advisor

David Carmichael

Sr. Wealth Advisor, Director

Corey Bird

Regional Vice President

CJ Smith

Associate Wealth Advisor


Mercer Advisors Acquires Rowland Carmichael Advisors

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Talk to Scottsdale - Paradise Valley Financial Advisors