Taylor Embury

Meet Taylor

Taylor is a Wealth Advisor based in San Francisco, California. He joined Mercer Advisors after serving as a financial advisor at Mariner, Alliant Wealth Advisors, and Holt Advisory Group. Before transitioning to wealth management, he held positions in market research and education. Taylor is a CERTIFIED FINANCIAL PLANNER® professional. He earned a B.S. degree in economics and a M.S. degree in engineering and technology management from Colorado School of Mines.

Taylor’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, Taylor has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
Support for business owners, from growth and succession to liquidity events and legacy planning
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

His working style

Taylor’s working style is deeply relationship driven and grounded in curiosity. He brings discovery into every conversation, asking thoughtful questions and focusing on the “why” behind decisions. Known for explaining complex concepts in simple, visual ways, he offers a calm, steady presence that cuts through noise and uncertainty. Taylor is continually refining tools and processes to improve the client experience, pairing transparency and measurable value with a creative, engaging approach to financial planning.