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.