General Info

For more than two decades and counting, Mercer Advisors has been proud to call Seattle's East Side home. Deep experience with: Executive compensation, RSUs, stock options, deferred compensation, and concentrated stock positions. Specialized solutions include: Washington estate tax strategies, multi-generational succession planning, philanthropy, services for endowments and foundations. Local Chartered SRI Counselor: Advisor knowledgeable in sustainable, responsible, and impact (SRI) investments, alongside environmental, social, and governance (ESG) factors, to support clients with value-based investing. Local Certified Divorce Financial Advisor (CDFA): Financial professional specializing in divorce-related financial planning.