
Mercer Advisors - Encino
Toll Free: (888) 920-1320
Business hours
Monday | 8:00am to 5:00pm |
Tuesday | 8:00am to 5:00pm |
Wednesday | 8:00am to 5:00pm |
Thursday | 8:00am to 5:00pm |
Friday | 8:00am to 5:00pm |
Saturday | - |
Sunday | - |
About us
For more than 50 years, our Encino office has partnered with accomplished professionals and ultra-high-net-worth families, providing comprehensive investment management, wealth planning, tax, and business management services designed to support the evolving needs of innovators, entrepreneurs, and executives across the entertainment and media field.
Comprehensive family office model: Our team specializes in serving the multi-generational wealth management needs of ultra-high-net-worth entertainment and media professionals.
Business Management: We elevate business management, delivering a suite of financial, administrative, and consulting services that free busy individuals — including ultra-high-net-worth clients — from the weight of day-to-day money matters, while safeguarding and strengthening their long-term financial well-being.
Tax and Accounting: Through proactive income tax, tax consulting, accounting, and bookkeeping, we create strategies that align with your life and goals. By actively managing taxes year-round, we help you build, retain, and protect wealth — while providing the confidence that comes with knowing where you stand.
Year established | 1985 |
Specialties | Retirement Planning, Living in Retirement, Relocating in Retirement, Divorcing or Divorced, Chronic Health Conditions, Dependents with Special Needs, Dual Career Families, Inherited Wealth, Business Owners, Corporate Executives, Physicians, Dentists, Federal Employees, Women - Primary Breadwinners, Women - Business Owners, Women - Widows, Selling Your Business, Switching Careers, IPOs & Recapitalization, Concentrated Stock, Family Businesses, Pro Athletes, Professional Investors, Generational Wealth Stewards |
Services | Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services |