Mercer Advisors - Portland - South
Main:
(503) 597-2222
Toll Free: (888) 920-1320
Toll Free: (888) 920-1320
12909 South West 68th Parkway, Suite 230, Tigard, Oregon, 97223
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
For more than two decades and counting, Mercer Advisors has been proud to call the Pacific Northwest home.
Deep experience with: Executive compensation, RSUs, stock options, deferred compensation, and concentrated stock positions.
Specialized solutions include: Oregon and Washington estate tax strategies, multi-generational succession planning, philanthropy, services for endowments and foundations.
| 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 |
Featured businesses
6855 SW Baylor St, Suite 110, Tigard, Oregon, 97223
(503) 828-3350
6830 SW Atlanta St, , Tigard, Oregon, 97223
(971) 317-7011