General Info

Mercer Advisors is proud to help families in Orange County with all their wealth management needs. With a team of local CFP® professionals, we provide tailored, personalized guidance to a wide range of families and businesses, including ultra high-net-worth clients. Special services: Divorce planning and consulting, concentrated stock positions, expertise in PIMCO and Broadcom employees, and medical field specialists. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.