Mercer Advisors has more than 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 Los Angeles 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 Sherman Oaks financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:

 

Meeting the Financial Needs of the Sherman Oaks Community

Our office serves clients who live and work in the Greater Los Angeles area. The diverse nature of our client base means we have the expertise to manage complex financial issues including equity compensation and highly concentrated positions, asset inheritance, divorce, or transitioning into retirement. Whether we are serving clients, or actively participating in local organizations, we are committed to serving the community in which we live and work. We currently support the following local organizations:

• Metropolitan Educational Theater Network
• Financial Planning Association pro bono efforts, connecting financial planning practitioners to individuals, families, and communities in need
• Susan Komen Foundation
• Palisades Pony Baseball Association
• Pacific Palisades Women’s Club
• Corpus Christi Elementary School Technology Fund
• Rocky Mountain Elk Foundation
• Aloha Independent Living Center