Mercer Advisors Logo

Josh DeForest

Managing Director

Joshua DeForest

CFA, CFP®

jdeforest@merceradvisors.com

888.642.4636

Josh began his career in the financial services industry in 2007. As Managing Director, Josh provides his clients with personalized advice to help meet their unique objectives related to financial planning, investment management, and estate planning. A member of Mercer Advisors Investment Committee, Josh evaluates academic research, provides investment analysis, and helps with manager selection for Mercer Advisors clients. Josh graduated from Westmont College in Santa Barbara, California with degrees in Economics and Spanish.

Bellevue

10655 Northeast Fourth Street
Suite 810
Bellevue, Washington 98004

Visit Office

Coeur d’Alene

1250 Ironwood Drive
Suite 110
Coeur d'Alene, Idaho 83814

Visit Office

Ketchum

131 4th Street East
Suite 320
Ketchum, Idaho 83340

Visit Office

Kirkland

11 10th Avenue

Kirkland, Washington 98033

Visit Office

Portland

121 Southwest Morrison Street
Suite 800
Portland, Oregon 97204

Visit Office

Portland-South

12455 SW 68th Avenue

Portland, Oregon 97223

Visit Office

Spokane

201 W North River Drive
Suite 380
Spokane, Washington 99201

Visit Office