Mercer Advisors is proud to help families in Los Angeles with their comprehensive wealth management needs. With a local team of CFP® professionals, we provide tailored guidance to a wide range of families, businesses, and high-net-worth individuals.
We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Meet the Los Angeles Team
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Stronger Together
Mercer Advisors understands the importance of joining forces with impressive local advisory firms. Together, we can provide clients with a greater breadth and depth of services and value—and, most importantly, keep our promises to them.
We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.
Los Angeles Offices Fast Facts & Specialties
- Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
- Deep experience with: Media, entertainment, law, education, executive C-suite, and small businesses.
- Private and public market investment: Our institutional-grade investing provides access to all types of markets, for those who qualify.
Financial Solutions We Offer in Los Angeles
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Los Angeles clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Los Angeles residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Los Angeles families like yours to craft tailored plans that help to ensure long-term financial continuity.
Inherited Wealth
Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for Los Angeles residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.
IPOs & Liquidity Events
Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future. Learn how we can help demystify the process for you and help avoid a hefty tax bill.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Los Angeles residents design retirement plans that help them achieve their financial goals.
Special Needs
Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in Los Angeles.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Los Angeles community and specializes in areas relevant to local residents.
Our goal, for over half a century, has been to bring every facet of financial life under one roof. Partnering with Mercer Advisors takes that vision to the next level. Centralized teams of deep domain expertise, technology to help ensure seamless integration, and massive scale to optimize investment opportunities — all of this will expand our efforts to serve our clients.
For more than 50 years, our focus has been on serving accomplished individuals in the entertainment and media industries with a comprehensive family office model. By joining Mercer Advisors, we gain the scale, resources, and breadth of services that allow us to deepen our commitment to clients while staying true to the high-touch, boutique experience we are known for. This partnership helps ensure we can continue to guide families with clarity, confidence, and discretion for years to come.
We have always believed that clients are best served when their financial lives are managed in true coordination. With Mercer Advisors, we now have access to an integrated team of specialists from estate and tax planning to investment management and private markets. This expanded capability strengthens our ability to deliver fully customized solutions while honoring the trust and relationships we’ve built with client families over decades.
Our clients look to us not only for investment management, but also for guidance through the complexities of wealth, legacy, and family. Partnering with Mercer Advisors gives us enterprise-level resources and innovative tools while allowing us to maintain the discretion and personalized care that define Singer Burke. Together, we are better positioned to help clients navigate an ever-changing financial landscape and prepare the next generation for long-term success.
Empowering clients to achieve their financial goals is my passion. I find guiding them through their financial journeys incredibly fulfilling.
Helping to provide clients with confidence so they can focus on — and enjoy — what truly matters to them is the reason I love what I do. I’m passionate about working with people and being a trusted resource for all financial decisions.
I guide clients through all life stages, from starting careers to retirement planning. By offering tailored strategies for their evolving financial needs, I help them achieve their goals and build a secure future at every milestone.
Helping clients navigate all the facets of their financial lives in the ever-changing world of personal finance is an exciting and fulfilling. I love watching my clients achieve their individual economic goals.
Empowering clients to achieve their financial goals is my passion. Guiding them through their financial journeys is incredibly fulfilling.
It is gratifying for me to help my clients and their families navigate all the facets of their financial lives in the ever-changing world of personal finance through personalized education and recommendations.
The privilege of serving families in the city that raised me fulfills me both personally and professionally. My passion comes from partnering with clients of all ages and stages to help provide financial clarity and confidence.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
PanCAN Purple Stride – Pancreatic Cancer Action Network
We proudly supported Matthew Burke and his team in PanCAN PurpleStride Los Angeles, a national fundraising event that brings communities together to raise awareness and critical funding for pancreatic cancer research and patient support.
Mercer Advisors Annual Day of Giving
Each year, our Los Angeles team gets together for an afternoon to clean up litter and make our beautiful beaches even better for all Angelenos to enjoy!
Nature Made Great Race
Mercer Advisors was proud to participate in the Nature Made Great Race, engaging with community members and celebrating the spirit of health and connection. Through our presence at the event, we had the opportunity to cheer on runners, connect with participants and spectators, and support a community tradition that brings people together in a positive and inspiring way.
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