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 based in San Diego, California, we seek to help 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.
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Mercer Advisors, Formerly Epstein & White, 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. Mercer Advisors, Formerly Epstein & White 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, Mercer Advisors, formerly Epstein & White, offers unbiased advice to help enhance your needs and goals while mitigating 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!