Mercer Financial Services

Mercer Advisors, based in Bellevue, WA, is a leading financial services firm that provides a comprehensive approach to managing wealth, offering a unified in-house team of planners, investors, accountants, and estate specialists. With a focus on personalized service and a commitment to acting in clients' best interests, the firm delivers tailored financial plans and institutional-grade portfolios managed by a team of over 100 investment professionals.

Founded nearly 40 years ago, Mercer Advisors aims to simplify and amplify families' financial lives through a full suite of services, including financial planning, investment management, tax and estate planning, and more. Recognized as the #1 ranked Registered Investment Advisor firm in the nation, they combine the accessibility of a boutique fiduciary with the strength of national capabilities.

Generated from the website