For more than two decades and counting, Mercer Advisors has been proud to call the Pacific Northwest home.
We offer comprehensive wealth management through a family office-like 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.
Oregon
Oregon Offices Fast Facts & Specialties
- Deep experience with: Executive compensation, RSUs, stock options, deferred compensation, and concentrated stock positions.
- Specialized solutions include: Oregon and Washington estate tax strategies, multi-generational succession planning, philanthropy, services for endowments and foundations.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Oregon community and specializes in areas relevant to local residents.
I believe that truly effective financial guidance begins with a deep understanding of what matters most to the clients I serve – their aspirations, their family, and what they value most. By taking the time to connect on a personal level, I gain valuable insights that enable me to provide a tailored experience. Every client I serve, regardless of the size of their accounts, benefits from the extensive family office experience of Mercer Advisors.
When I can offer empathy alongside sound financial strategies to help ease my clients’ uncertainty, I feel fulfilled. Understanding their experiences, family dynamics, and value systems helps me be a better advisor — and a better person.
I love my role as an outsourced CIO for local nonprofits, collaborating with dedicated individuals who are making a significant difference in our community. It’s so rewarding to be a part of driving positive change in the PNW.
I get excited helping families financially support the lives they enjoy. It is rewarding to help clients turn their financial questions about retirement, paying for college, and other goals from ‘can I or can’t I?’ into ‘will I or won’t I?’
We all go through life changes. Whether it’s evaluating the compensation package of a new job or designing estate plans for the next generation, they all revolve around money. Guiding my clients through important financial decisions is my passion.
At Mercer Advisors, the resources I have at my disposal to support my clients is above and beyond any other firm I know of. I love that I am able to provide truly comprehensive wealth management to the families I serve.
From farmers and ranchers to corporate executives, I really enjoy working with multi-generational families to help them accomplish their goals and financial freedom.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Shred Event
Mercer Advisors Portland office during our annual, Shred Event. Clients and families came together to securely shred old tax documents, utility bills, bank statements, and more. Everyone enjoyed a lovely picnic lunch with wine and beer included! If you are interested in attending next Spring, reach out to our office for more information.
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