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Wealth Advisors in Woodland Hills

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.

5550 Topanga Canyon Blvd
Suite 350
Woodland Hills, California 91367

818.713.8060

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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 wealth advisor in Woodland Hills 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 Woodland Hills 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

Meet Your Woodland Hills Team

Matt Cook

Managing Director

Jeff Katz

Regional Vice President

Chris Jameson

Regional Vice President

Eric Zehnder

Regional Vice President

Steve Berkson

Sr. Wealth Advisor

Michael W. Johns

Wealth Advisor

Lorenzo Riley

Wealth Advisor

Danny Polyakov

Associate Financial Planner

Brittany Doyle

Regional Service Manager

Emelyne Seh

Sr. Client Service Specialist

Scott Berkson

Operations Manager

News

Mercer Advisors Acquires Berkson Asset Management, Inc. and Steven M. Berkson, CPA, A Professional Corporation

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Talk to a Woodland Hills Wealth Advisor