Mercer Advisors - Mountain View - Silicon Valley
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Mercer Advisors is a leading registered investment advisor firm dedicated to simplifying and amplifying the financial lives of families, providing comprehensive services through a unified in-house team of advisors, planners, accountants, and estate specialists. With nearly 40 years of experience, the firm offers personalized, institutional-grade portfolios tailored to individual client needs, ensuring that they only act in the best interests of their clients.
Ranked as the #1 RIA firm in the nation by Barron's in 2024, Mercer Advisors combines the intimate service of a boutique fiduciary with the strength and capabilities of a large organization. Their approach is structured to deliver tailored wealth management solutions that address the unique financial circumstances of diverse families and professions.
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