Reviews for Mercer Advisors Wealth Management

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Apr 2015
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
Sep 2014
The Cook / Gustafson Team has been integral in shaping our family's plans for the future and in growing our assets. They provide terrific service and are well informed, trustworthy advisors. I recommend them highly.
Aug 2014
As a retired person who saved for a secure retirement, I highly recommend partnering with Mercer for estate planning and portfolio management. Their approach to investment, their methodology, is very similar to how I was handling my investment portfolio, but they do it better by using institutional funds with low administrative costs, and by partnering with TDAmeritrade for lower trading fees. "Savings" generated by these strategies generally cover Mercer's 'investment fees'. Mercer provides really outstanding customer service, prompt & courteous, and based on time tested experience and decision making. I especially like their over-all approach, which incorporates tax planning and estate planning. After comparing Mercer's services, transparency in operations, and customer friendly philosophies, with several other top rated investment advisor services, Mercer, in my opinion, wins "hands down",

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From Mercer Advisors Wealth Management

Our Santa Barbara wealth and financial advisors will take the time to fully understand your financial situation and goals. We have over 35 years of experience in financial planning and wealth management services like: investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more.