Josh DeForest

Executive Managing Director

Joshua DeForest



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.


10655 Northeast Fourth Street
Suite 810
Bellevue, Washington 98004

Visit Office


121 Southwest Morrison Street
Suite 910
Portland, Oregon 97204

Visit Office


12909 South West 68th Parkway
Suite 230

Tigard, Oregon 97223

Visit Office

Ready to learn more?