Mercer Advisors was founded in 1985, right here in Santa Barbara. Since then, we've specialized in helping business owners, executives, medical professionals, and retirees chart their course to Economic Freedom™.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
High-impact decision making: Our comprehensive approach is especially effective when the stakes are high, at critical financial moments.
Private and public market investment: Our institutional-grade investing provides access to all types of markets, for those who qualify.
Details
Online appointmentsAvailable
RestroomAvailable
Onsite servicesAvailable
Wheelchair accessible entranceAvailable
Wheelchair accessible restroomAvailable
Location
Certified by Mercer Advisors - Santa Barbara • May 03, 2026
Certified by Mercer Advisors - Santa Barbara • May 03, 2026
Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Reviews
5.0
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JG
Jennifer Gustafson
Dec 29, 2015
5.0
They really care about their clients and employees.
SB
Sam B
Sep 15, 2014
5.0
We have been with Mercer for over 20 years. We could not ask for better service. They treat you like family and have done really well for our investments. We always look forward to our yearly meetings. I highly recommend Yvonne Woods who is our advisor
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Certified May 03, 2026Yext Knowledge Graph
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