Mercer Advisors

Mercer Advisors Inc. is a privately owned investment management firm based in Santa Barbara, California, established in 1985. It specializes in providing comprehensive wealth management services, including investment management, financial planning, estate planning, tax management, and retirement plan services. The firm serves a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and government entities. With nearly $6 billion in assets under management, Mercer Advisors manages client-focused portfolios that encompass public equity and fixed income investments globally. The firm emphasizes investments in dividend-paying stocks for its equity portfolios and focuses on investment-grade fixed-income instruments and high-yield bonds for its fixed income allocations. As one of the largest Registered Investment Advisors in the United States, Mercer Advisors is dedicated to delivering fee-only financial solutions tailored to the unique needs of its clients.