Mercer Advisors-Newport Beach

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620 Newport Center Dr Ste 1030
Newport Beach, CA 92660
+1 (949) 695-1010
https://www.merceradvisors.com
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.

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Reviews

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5.02 reviews
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David D.
8/20/2014

This is not 5 Stars lightly given. I've been a Mercer client for close to 25 years, so I can speak with some authority. Every aspect of my life has been improved by my relationship, first with...

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Connie M.
3/20/2025

My husband and I joined Mercer Advisors in 1989, our youngest child was five and he's 40 now! We joined Mercer when they had one office in Santa Barbara! Was honored to meet Rick Mercer on our...

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Thomas Kreidt - Financial Advisor, Ameriprise Financial Services, LLC

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Irvine, CA area, Thomas Kreidt will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Nicholas Khoudari - Financial Advisor, Ameriprise Financial Services, LLC

Nicholas Khoudari - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Irvine, CA area, Nicholas Khoudari will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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