Mercer Advisors - Pasadena

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Second St Ofc 2076 Ste 180 Fl 2
Pasadena, CA 91107
+1 (888) 920-1320
https://www.merceradvisors.com

Mercer Advisors, located in Pasadena, CA, is a premier financial advisory firm recognized for its commitment to serving families by simplifying and amplifying their financial lives. With nearly 40 years of experience, the firm offers a unified in-house team of planners, investors, accountants, and estate specialists focused on delivering personalized wealth management solutions tailored to each client's unique needs.

Ranked #1 among Registered Investment Advisor firms by Barron's in 2024, Mercer Advisors combines the intimate service of a boutique fiduciary with the capabilities of a national powerhouse. Their approach includes institutional-grade portfolios managed by a team of 100 investment professionals, ensuring every client receives the highest level of expertise and support for their financial journey.

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"Excellent team to work with. My family I do our bookkeepings, tax filings and financial planning with them for many years with excellent results. Easy to communicate with, knowledgable, young and..."
United States›California›Pasadena›Mercer Advisors - Pasadena

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