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Mercer Advisors - Mountain View - Silicon Valley Owner verified
800 West El Camino Real Office #4 Suite 180 Mountain View, CA, 94040Last time updated: 10/2/25, 8:46 AM
About
Mercer Advisors is proud to help families living in Silicon Valley with their comprehensive wealth management needs. We have deep experience working with technology professionals, engineers, private company founders, and many others across a range sectors.
Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
We're proud that nearly half of our client-facing team firm-wide are women.
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Financial Planning and Advisory Solutions
Investment and Portfolio Management Advisors & Solutions
Tax Planning & Preparation Advisors & Solutions
Estate Planning Advisors & Solutions
Insurance Advisors & Solutions
Trustee Advisors & Services | Trust Management Solutions
Frequently Asked Questions
When was Mercer Advisors - Mountain View - Silicon Valley founded?
Mercer Advisors - Mountain View - Silicon Valley was founded in 1985.
Which days is Mercer Advisors - Mountain View - Silicon Valley open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Mercer Advisors - Mountain View - Silicon Valley 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 - Mountain View - Silicon Valley main services?
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services.
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