Epstein & White, now a part of Mercer Advisors, is a full-service wealth management firm based in San Diego, California. The firm offers a comprehensive range of financial services, including financial planning, investment strategies, tax planning and preparation, retirement and estate planning, insurance solutions, and corporate trustee services. Their approach integrates these services into a cohesive, family office-like structure, designed to simplify and amplify clients’ financial lives. With extensive experience and a broad network, Epstein & White aims to guide clients in every aspect of their financial journey, helping them achieve their long-term goals.