Mercer Advisors - Bend

Business Information
We're proud to serve individuals and families throughout Central Oregon with personalized, comprehensive wealth management built around your life, not just your investments. Whether you're preparing for retirement, navigating a major life transition, planning your legacy, or simply looking for a trusted financial partner, you'll find a team that takes the time to listen first, understand your goals, and help create a plan around what's most important to you. We combine the personal relationships and community connection of a Central Oregon office with the resources of a national firm, helping bring clarity to life’s financial decisions so you can spend more time focused on the people, experiences, and future that matter most.
Decades of experience serving individuals and families throughout Central Oregon, helping clients navigate complex financial decisions with clarity, confidence, and a personal touch
A dedication to taking the time to understand each client’s goals, values, and priorities before building a financial plan tailored to their needs
A commitment to bringing together investments, financial planning, tax strategies, retirement income planning, estate planning, insurance, and legacy goals to address each client’s complete financial picture



Services:
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services

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

Established:
1985