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VerifiedFinancial Services· Founded 1982

Mercer Partners

At Mercer Partners, we are a forward-thinking, values-driven wealth management firm dedicated to providing personalized guidance and an exceptional standard of care. We serve a select group of individuals and families, helping them navigate life’s most pivotal financial transitions with confidence and clarity. Our mission is to be a lifelong partner—leveraging our experience, insight, and passion to empower our clients to achieve financial independence and build a legacy that lasts for generations. The financial professionals of Mercer Partners Wealth Management are Registered Representatives with, and securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, a registered investment advisor. Mercer Partners Wealth Management and Mariner Independent Advisor Network are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, DE, HI, ID, IL, IN, KS, MA, MI, MT, NC, NJ, NV, NY, OR, TX, VT & WA.

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HeadquartersWalnut Creek, United StatesEmployees5(1 to 10)Founded year1982Websitemercerpartnerswealth.comLinkedIn profileLinkedIn

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Top roles at Mercer Partners

3 distinct titles indexed · top 3 shown.

  • 1marketing coordinator
  • 1partner & wealth advisor
  • 1senior partner & wealth advisor

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