Speak with a Spokane Financial Advisor
Financial Advisors in Spokane
Overlooking the river in downtown Spokane, 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.
201 W North River Drive
Suite 380
Spokane, Washington 99201
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About Us
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 more. 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
Our Spokane financial advisors specialize in helping individuals, families, foundations, endowments, 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
Meet Your Spokane Team
Caylen Colby
Client Service Specialist
Josh DeForest
Managing Director
Todd E. Hagen
Regional Vice President
Craig W. Hart
Senior Vice President Client Portfolio Manager
Brian Norris
Wealth Advisor
Jim Czirr
Wealth Advisor, Director
Alexa Willis
Sr. Financial Planner
Bradley Anderson
Associate Wealth Advisor
Jennifer Gray
Client Service Specialist
Madison Underwood
Client Service Specialist