Financial Advisors in Bellevue
Located in the heart of Bellevue, 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.
10655 Northeast Fourth Street
Suite 810
Bellevue, Washington 98004
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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 Bellevue 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 Bellevue 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
- Stock Options
Meeting the Financial Needs of the Bellevue Community
Our Bellevue office serves clients who live and work in Bellevue, Seattle, and the surrounding areas. Whether it’s socially responsible investing, the complexity of executive compensation and equity plans, or tax strategy and planning, 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, having families, changing jobs, becoming single, our advisors can ensure you are always on track to achieve Economic Freedom™.
- Hope Central Pediatrics
- FPA Pugent Sound
- Olive Crest
- Sophia’s Place
- Sacred Selections
- New Horizons
- Leukemia and Lymphoma Society
- Junior Achievement
- Eastside Academy
- Daughter’s Guild
- Phinney Neighborhood Association
- Seattle’s Union Gospel Mission
- REST
- Girls on the Run
- Fred Hutchinson Cancer Research Center
- Mary’s Place
Click here to connect with a Bellevue advisor today.
Meet Your Bellevue Team
Josh DeForest
Managing Director
Duncan Wilk
Regional Vice President
Laura Thompson
Senior Regional Sales Associate, Manager
Tarek McAlee
Wealth Advisor
Thomas Keeney
Wealth Advisor
Jesse Haverstock
Wealth Advisor
Frances Smith
Wealth Advisor
Bradley Anderson
Associate Wealth Advisor
Alexa Willis
Sr. Financial Planner
Mary Hamshou
Regional Service Manager
Lily Robertson
Client Service Specialist
Jaclyn Aragon
Client Service Specialist
Caylen Colby
Client Service Specialist
Awards
News
Thrive Awards – To qualify for the WealthManagement.com 2019 Thrive list of fastest-growing advisors, applicants had to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. Applications were accepted from individuals, teams and companies of all types and sizes—including solo advisors, ensembles, practices, family offices, RIAs and IBD reps.
2019 Barron’s, Advisors who wish to be ranked fill out a 102-question survey about their practice. We verify that data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice.
2019 Private Asset Management (PAM), Mercer Advisors was awarded the Best Private Wealth Manager for firms with over $5 billion dollars in assets under management. Mercer Advisors was selected as the winner from among eight shortlisted entrants. The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually. Candidates are invited to submit responses in several categories to demonstrate developments to their business model, financial progress in business performance and service offerings. Selection is determined by growth in clients and employees, client satisfaction, and product Innovation over the course of the previous year. Winners are determined by an independent panel of industry experts and the PAM editorial team. For more information on Private Asset Management (PAM), visit fundintelligence.global.