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 Seattle 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.
Seattle Offices Fast Facts & Specialties
- Deep experience with: Executive compensation, RSUs, stock options, deferred compensation, and concentrated stock positions.
- Specialized solutions include: Washington estate tax strategies, multi-generational succession planning, philanthropy, services for endowments and foundations.
- Local Chartered SRI Counselor: Advisor knowledgeable in sustainable, responsible, and impact (SRI) investments, alongside environmental, social, and governance (ESG) factors, to support clients with value-based investing.
Financial Solutions We Offer in Seattle
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Seattle clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Seattle 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 Seattle 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 Seattle 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 Seattle 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 Seattle.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Seattle community and specializes in areas relevant to local residents.
Having been a corporate Chief Financial Officer in my previous career, I find it quite natural to position myself as a client’s personal CFO. I deeply enjoy helping them navigate all aspects of their financial lives.
Just like the unique challenges you encounter on any stunning Pacific Northwest trail, navigating finances requires careful planning and flexibility. I’m passionate about helping clients find clarity and confidence every step of the way.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Obliteride 5k Charity Event
Mercer Advisors’ Bellevue team proudly joined the annual Obliteride 5K in support of Fred Hutchinson Cancer Center. Fred Hutch is a global leader in advancing innovative research and compassionate care to address cancer and infectious disease.
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