yext
Mercer Advisors - Santa Barbara Owner verified
222 East Carrillo Street Suite 400 Santa Barbara, CA, 93101Last time updated: 1/8/26, 2:27 AM
About
Mercer Advisors was founded in 1985, right here in Santa Barbara. Since then, we've specialized in helping business owners, executives, medical professionals, and retirees chart their course to Economic Freedom™.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
High-impact decision making: Our comprehensive approach is especially effective when the stakes are high, at critical financial moments.
Private and public market investment: Our institutional-grade investing provides access to all types of markets, for those who qualify.
Images
Wealth Management Solutions by Mercer Advisors
Frequently Asked Questions
When was Mercer Advisors - Santa Barbara founded?
Mercer Advisors - Santa Barbara was founded in 1985.
Which days is Mercer Advisors - Santa Barbara open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Mercer Advisors - Santa Barbara 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 - Santa Barbara main services?
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services.
Attention business owner!
Register your business now and enhance your global reach with iGlobal.
Copied to clipboard!