Mercer Partners Wealth Management
Financial Services - Walnut Creek, California, United States
Mercer Partners Wealth Management Employees
Mercer Partners Wealth Management Senior Management
Mercer Partners Wealth Management Details
We are a forward-thinking, values-based firm delivering tailored guidance and an exceptional standard of care to a select group of individuals, families, and businesses both locally and around the country. Our mission is to become an essential resource to our clients for generations by leveraging our experience, knowledge, and passion for wealth management in a way that allows them to pursue their vision of financial independence.Mercer Partners is an independent wealth management firm with the resources of a large company, and the attention to service of a boutique practice. We are built on the foundation of objective advice delivered under the fiduciary standard – to always act in our client's best interest. You're our priority, and we have built our firm around helping you succeed. The advisors of Mercer Partners Wealth Management are Registered Representatives with, and securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, a registered investment advisor. Strategic Wealth Advisors Group and Mercer Partners Wealth Management 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 completenessThe 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 and WA.
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