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Mercer Advisors - Indian Wells Owner verified
74-785 Highway 111 Suite 202 Indian Wells, CA, 92210Last time updated: 4/27/26, 8:01 PM
About
Mercer Advisors is proud to help families in the Coachella Valley with all their wealth management needs. With a team of local CFA® and CFP® professionals, we provide tailored, personalized guidance to a wide range of families and businesses, including ultra high-net-worth clients.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
Special services: Snowbirds and multi-state planning needs.
Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.
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Wealth Management Solutions by Mercer Advisors
Frequently Asked Questions
When was Mercer Advisors - Indian Wells founded?
Mercer Advisors - Indian Wells was founded in 1985.
Which days is Mercer Advisors - Indian Wells open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Mercer Advisors - Indian Wells specialties?
Retirement Planning, Living in Retirement, Relocating in Retirement, Divorcing or Divorced, Chronic Health Conditions, Dependents with Special Needs, Dual Career Families, Inherited Wealth, Business Owners, Corporate Executives, Physicians, Dentists, Federal Employees, Women - Primary Breadwinners, Women - Business Owners, Women - Widows, Selling Your Business, Switching Careers, IPOs & Recapitalization, Concentrated Stock, Family Businesses, Pro Athletes, Professional Investors, Generational Wealth Stewards.
What are Mercer Advisors - Indian Wells main services?
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services.
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