Capital Investment Management and Financial Services in Spokane, Washington

Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning capital investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and related financial services. We’ll match you with a wealth advisor in Spokane 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

We specialize in helping individuals, families, and businesses with comprehensive wealth management services including:

• Retirement planning
• Trusts and estate planning
• Investment portfolio management
• Charitable giving programs
• Socially responsible investments (SRI)

 

Meeting the Financial Needs of the Spokane Community

Our office serves clients who live and work in Spokane and the surrounding areas. 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, having families, changing jobs, or marital status change, our advisors can help you stay on track to achieve Economic Freedom™. We are active participants in the community where we live and work and are currently supporting the following local organizations and events:

 

• Second Harvest
• Northwest Museum of Arts and Culture
• Catholic Charities
• Spokane River Centennial Trail
• Gonzaga University
• Mobius Science Center
• Spokane Youth Sports Association