Epstein & White, Proudly Part of Mercer Advisors, is a retirement income planning firm serving clients throughout San Diego, Del Mar, and other Southern California communities. As independent financial advisors in San Diego, we have developed our business by reaching out, nurturing, and maintaining close, trusting relationships with each of our clients.
We understand that it’s important for you to have a trusted independent financial professional you can count on to provide you with accurate and helpful information. Epstein & White, Proudly Part of Mercer Advisors wants to be your trusted financial professional. We are experienced and responsive, and we understand your need for integrity and transparency. We have the financial expertise and resources on retirement preparation including asset protection, legacy planning, social security planning, wealth management, income planning, and IRA/401K rollovers to help you realize your dreams. As an independent firm, Epstein & White, Proudly Part of Mercer Advisors can offer truly unbiased advice tailored to your needs and goals without any conflicts of interest. Schedule a time with us today to discuss your financial future and the possible role of investments or insurance in your financial strategy!