Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
Mercer Advisors is proud to help families in Orange County with all their wealth management needs. With a team of local CFP® professionals, we provide tailored, personalized guidance to a wide range of families and businesses, including ultra high-net-worth clients.
Special services: Divorce planning and consulting, concentrated stock positions, expertise in PIMCO and Broadcom employees, and medical field specialists.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
- RestroomAvailable
- Onsite servicesAvailable
Location
Mercer Advisors - Newport Beach
620 Newport Center Drive, Newport Beach, CA
92660, United States
Hours
Reviews
3.7
3 reviews
5 stars
2
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1 star
1
- MMMelanieNov 6, 20235.0Extremely helpful in current & future status
- DFDan FoehnerSep 26, 20191.0I am current Merrill Lynch client and I was referred to Mercer by an existing Mercer client. Met with Kara Duckworth to discuss their approach, fees, etc. After uploading multiple years of tax returns, current portfolios, etc., Kara had set expectations she would come back with recommendations, proposal, etc. in a few weeks. It has been over 3 months and no communication back even after multiple emails. These guys are amateurs and recommend you look elsewhere for your wealth management needs.
Frequently Asked Questions About Mercer Advisors - Newport Beach
What services does Mercer Advisors - Newport Beach offer?
Mercer Advisors offers financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services.
What special expertise does Mercer Advisors provide?
They specialize in retirement planning, divorce planning, concentrated stock positions, business owners, corporate executives, physicians, dentists, and multi-generational wealth management, among others.
What are the business hours for Mercer Advisors - Newport Beach?
They are open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends.
Is Mercer Advisors - Newport Beach wheelchair accessible?
Yes, the office has wheelchair accessible entrance, parking, and restroom facilities.
Do I need an appointment to visit Mercer Advisors - Newport Beach?
Yes, appointments are required, but online appointments are also offered.
How can I contact Mercer Advisors - Newport Beach?
You can call their main phone number at +1 800-394-3894 or their toll-free number at +1 888-920-1320.
Where is Mercer Advisors - Newport Beach located?
Their office is located at 620 Newport Center Drive, Suite 1030, Newport Beach, CA 92660, USA.
Are there any legal services nearby that might complement Mercer Advisors' wealth management?
Yes, nearby legal services include Patricia C. Van Haren Collaborative Attorney & Mediator, Coffey and Coffey Attorneys at Law, and The Law Offices of Steven C. Vondran, P.C. Intellectual Property Newport Beach.
What nearby financial or investment services are located close to Mercer Advisors - Newport Beach?
Nearby financial services include EXDS Unlimited, MCR Capital Partners, United Capital Financial Advisors, and multiple individual financial advisors such as Brian Ogden and Bryanna Duckwitz.
Are there any recreational spots near Mercer Advisors - Newport Beach where clients can visit?
Yes, American Ironwoods Golf is a nearby sports and recreation venue where clients can relax before or after meetings.