Mercer Advisors

Founded in 1985, Mercer Advisors is a comprehensive wealth management firm based in Santa Barbara, California. It serves a diverse range of clients including high-net-worth individuals, institutions, and charitable organizations. The firm offers customized financial planning, investment strategies, proactive tax planning, retirement planning, estate planning, trustee services, and insurance solutions.

Michael Henry

CFO

Peter Ip

Senior Vice President and Relationship Manager

Kendrick Mercer

Founder

Dave Welling

CEO

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