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Mercer Advisors - Woodland Hills Owner verified
5550 Topanga Canyon Blvd Suite 350 Woodland Hills, CA, 91367Last time updated: 10/2/25, 8:44 AM
About
Mercer Advisors is proud to help families in Los Angeles with their comprehensive wealth management needs. With a local team of CFP® professionals, we provide tailored guidance to a wide range of families, businesses, and high-net-worth individuals.
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.
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Wealth Management Solutions by Mercer Advisors
Frequently Asked Questions
When was Mercer Advisors - Woodland Hills founded?
Mercer Advisors - Woodland Hills was founded in 1985.
Which days is Mercer Advisors - Woodland Hills open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Mercer Advisors - Woodland Hills 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 - Woodland Hills main services?
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services.
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