Mercer Partners Wealth Management is an independent, fee-only Registered Investment Adviser (RIA) firm based in Lake Oswego, Oregon. Founded by Jon Mercer, the firm operates as a fiduciary, committed to acting in the best interests of its clients. They specialize in creating customized financial plans and investment strategies for individuals and families, focusing on long-term goals such as retirement planning, investment management, and wealth preservation. Their approach emphasizes building lasting relationships and providing clear, objective advice to help clients navigate their financial future.

Founded in

United States