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 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 Oregon 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.
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.
Financial Solutions We Offer in Oregon
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Oregon clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Oregon 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 Oregon 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 Oregon 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 Oregon 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 Oregon.
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.
Community Choice Awards Gala – Best of Bend
Mercer Advisors came in first place in two categories during Bend’s Community Choice Awards for Best Financial Planning Firm and Best Accounting Firm. Huge thanks to everyone for the incredible work you do every day. This recognition is a direct reflection of your dedication and impact!
Bend Food & Wine Festival
Served as the exclusive corporate sponsor for the inaugural Luscious Food + Wine Experience. Our logo was featured on the event’s website and digital tickets. At the event, we were able to showcase Mercer Advisors brochures and custom Mercer Advisors/Yeti cups.
Bend Food Project
Mercer Advisors team members volunteered with the Bend Food Project, a local nonprofit that gathers food donations every other month for The Giving Plate food bank. Volunteers helped sort and weigh more than 50,000 pounds of food to support families in need across the Bend community!
Bethlehem Inn
I have served dinner at the Bethlehem Inn on a monthly basis for many years. Bethlehem Inn is a community-supported, high barrier emergency shelter that provides a warm, safe place to sleep, nourishing meals, and case management services for adults and children experiencing homelessness in Central Oregon.
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