Mercer Advisors - Mountain View - Silicon Valley
(888) 920-1320
800 West El Camino Real, Office #4 Suite 180, Mountain View, California, 94040
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 5:00pm |
| Saturday | - |
| Sunday | - |
About us
Mercer Advisors is proud to help families living in Silicon Valley with their comprehensive wealth management needs. We have deep experience working with technology professionals, engineers, private company founders, and many others across a range sectors.
Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
We're proud that nearly half of our client-facing team firm-wide are women.
| 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 |