Building Lifelong Relationships Rooted in Performance and Trust.
Epstein & White and Mercer Advisors together bring extensive experience to help clients manage their wealth. As a full-service wealth management firm, we can guide you in all aspects of your financial life. We have a network that provides comprehensive services integrating financial planning, investment strategies, tax planning and preparation, retirement and estate planning, insurance solutions, and corporate trustee services to help you achieve your goals.
The powerful combination of Epstein and White and Mercer Advisors will enhance your overall client experience and add new tools and services to an already robust offering. Learn more about these services here.
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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!
THE VALUE OF EPSTEIN & WHITE
WHAT IS THE VALUE OF EPSTEIN & WHITE
The highly qualified financial professionals at Epstein & White, Proudly Part of Mercer Advisors can work with you to identify your goals and dreams in retirement, and then we’ll help you develop strategies to make those goals and dreams a reality. Click the button below to learn more about the value of working with Epstein and White.
Brad White on CBS Four
With skyhigh gas prices, rising inflation, and high interest rates, a recession is likely forthcoming, but not all recessions are the same. In this recent Your Money segment, Brad White dives into the reasons for recessions, and how the market is preparing. Brad also compares and contrasts the current economic climate with the 2008 recession.
Community organizations that Epstein & White supports: