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Mercer Advisors is proud to help families living in Silicon Valley with their comprehensive wealth management needs. We have deep experience working with technology professionals, engineers, private company founders, and many others across a range sectors. Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.
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Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
Estate Planning Financial Planning Insurance Solutions Investment Management Tax Planning & Preparation Trustee Services
Categories
Financial Planners, Financial Services, Insurance, Investment Management, Investments, Mutual Funds
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