Mercer Advisors

Mercer Advisors Inc. is a privately owned investment manager and total wealth management firm based in Santa Barbara, California. Founded in 1985, the firm specializes in providing comprehensive services, including investment management, financial planning, estate planning, tax management, and retirement benefits. It caters to a diverse clientele, ranging from affluent individuals and families to institutions, corporations, and non-profit organizations. With nearly $6 billion in assets under management, Mercer Advisors focuses on creating tailored solutions for high-net-worth clients and offers separate client-focused portfolios that include public equity and fixed income investments. The firm emphasizes dividend-paying stocks and investment-grade fixed-income instruments, ensuring a strategic approach to wealth accumulation and preservation.