Lisa B Frey, CPA, 1230 Coast Village Cir, Ste F, Santa Barbara, CA 93108, US

Mercer Advisors Wealth Management is a different kind of wealth management firm in Santa Barbara, California, offering a comprehensive approach to financial planning and investment management. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, their team of talented wealth advisors is dedicated to helping clients protect and grow their wealth. They believe in connecting all the dots of their clients' financial lives to ensure long-term success and help them achieve their financial goals. With a focus on building on clients' success and helping them become the wealth-enjoyers of all they've attained, Mercer Advisors understands that a well-managed investment portfolio is just one piece of the puzzle. By providing personalized solutions and emphasizing education and coaching, their wealth advisors strive to increase clients' confidence in taking charge of their financial wellbeing. Whether it's preparing for major taxable events, creating a comprehensive estate plan, or developing a retirement or business succession strategy, Mercer Advisors is committed to helping clients navigate all aspects of their financial journey.Generated from the website

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