Mercer Advisors - Menlo Park

Mercer Advisors is proud to help families living in Silicon Valley with their comprehensive wealth management needs. We have deep experience working with technology professionals, engineers, private company founders, and many others across a range sectors.
Concentrated stock: We have deep expertise helping clients get the most out of their stock options and tech company compensation plans.
Multi-generational wealth management: Our team specializes in helping ultra high-net-worth families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise.
Foundations and endowments: We also specialize in comprehensive financial services for charitable foundations and other organizations.