Mercer Advisors - Pasadena

Mercer Advisors is proud to help families in Los Angeles with their comprehensive wealth management needs. With a local team of CFP professionals, we provide tailored guidance to a wide range of families, businesses, and high-net-worth individuals.
Multi-generational planning: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that may arise.
Deep experience with: Aerospace, engineering, law, education, executive C-suite, small businesses, and retirees.
Private and public market investment: Our institutional-grade investing provides access to all types of markets, for those who qualify.