Meet Adam
Adam is a Wealth Advisor based in Menlo Park, California. He joined Mercer Advisors after serving at Conquis Financial. Previously, he served at local and national advisory firms, including Summitry, Foundtainhead Wealth, and Waddell & Reed. Adam began his wealth management career in 2016 and, as a CERTIFIED FINANCIAL PLANNER® professional, he specializes in helping Bay Area families simplify and streamline their financial lives through comprehensive financial planning. With a focus on the technology sector, he has deep experience advising employees, founders, and directors on the complexities of equity compensation and diversification strategies. He earned a B.S. degree in psychology from the University of California at Davis.
Adam’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Adam has focused experience in these areas:
- Support through acquisitions and mergers, including liquidity events and sudden wealth
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- Concentrated stock positions that require strategic diversification and tax efficiency
- Advising tech professionals, including clients at Nvidia, Apple, Meta, Google, Tesla, and Amazon
- IPOs and recapitalizations with planning designed to protect, diversify, and grow your wealth
His working style
Adam brings structure to complex decisions, pairing rigorous analysis with clear, practical guidance. Clients experience a collaborative, long-term partnership grounded in transparency, responsiveness, and shared accountability. Through thoughtful questions and scenario-based planning, Adam helps simplify complexity, anticipate trade-offs, and support confident decision-making — even in uncertain moments.
Adam in real life
What makes you tick?
I love solving complex problems, especially those that sit at the intersection of technical detail and real life. Building frameworks for understanding the world is in my nature.
How do you give back?
Everyone needs to eat. I’m dedicated to making sure my community is fed through incredible organizations like Second Harvest Food Bank and the UN World Food Programme.
What keeps you busy outside of work?
Enjoying live entertainment with my wife and hanging out in the garden with my rescue tortoises.
Adam’s snapshots
Meet Adam’s Teammates
Articles by Adam
Personal Finance 101: 7 Tips
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How to Maximize Social Security Benefits: Tips for High Earners
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Portfolio Diversification: How To Build a More Resilient Investment Strategy
August 10, 2026