Time to Get Started.

Let’s create a plan that supports your family for generations to come.

Contact UsMercer Partners2025-01-02T19:10:28+00:00

Contact The Mercer Team

Take the first step here:

Schedule an Appointment Now >

Reach us by:

Office Phone: (925) 932-4700

Fax Number: (866) 531-7651

Our Main Office:
1904 Olympic Boulevard,
Suite 200,
Walnut Creek, CA 94596

Contact Us Today

Phone: (925) 932-4700

Walnut Creek, CA Office >

Columbia Falls, MT Office >

Connect on Social

Schedule an Appointment >

Our Statement of Commitment: At Mercer Partners, we are deeply committed to providing personalized financial planning in a thoughtful and responsive environment to clients who are goal-focused and relationship-driven.

With an authentic and empowering voice, we help our clients feel clarity and confidence through our Mercer 360° Process™.

LPL Financial Form CRS

Check the background of your financial professional on FINRA’s BrokerCheck here >

The financial consultants of Mercer Partners Wealth Management are Registered Representatives with, and securities are offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC, a registered investment advisor. Mariner Independent Advisor Network, LLC and Mercer Partners Wealth Management are separate entities from LPL Financial. Mercer Partners Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax professional regarding your specific situation.

The LPL Financial representative/s associated with this website may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Mariner Investment Advisor Network CRS Form