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Financial Advisors in Westlake Village

Located in the heart of Westlake Village’s financial district, 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.

250 North Westlake Boulevard
Suite 250
Westlake Village, California 91362

805.495.8166

SPEAK WITH A WESTLAKE VILLAGE ADVISOR


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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 Westlake Village that best fits your needs. Our wealth advisors strive to understand your financial situation 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 Westlake Village 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 Westlake Village Community

Our office serves clients who live and work in Westlake Village 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, becoming single, our advisors can ensure you are always 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:

  • UCLA
  • Special Olympics Southern California
  • Union Rescue Mission

Meet Your Westlake Village Team

Danny Polyakov

Client Service Specialist

Chris Jameson

Regional Vice President

Matt Cook

Managing Director

Doug Fabian

Senior Vice President

Jeff Katz

Regional Vice President

Eric Zehnder

Regional Vice President

Nicholas Ladaga

Regional Sales Associate

Alex Kimura

Sr. Wealth Advisor, Director

Javier Solis

Wealth Advisor

Michael W. Johns

Wealth Advisor

Rich Davtyan

Associate Wealth Advisor

Brittany Doyle

Regional Service Manager

Emelyne Seh

Client Service Specialist

Brooks Allen

Client Service Specialist

Jinky Knoob

Client Service Specialist

Federico Avendano

Client Service Specialist

Awards

News

New Legislation Impacts Retirement Planning

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Mercer Advisors Takes ESG to a New Level

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Mercer Boosts Female Leadership with New Hire

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Mercer Advisors Acquires Argosy Wealth Management, Inc.

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