Mercer Advisors’ Portland office, located at 121 Southwest Morrison Street, Suite 910, has been serving the Pacific Northwest for over two decades. The firm offers comprehensive wealth management services through a family office-like structure, integrating financial planning, investment management, tax strategies, estate planning, insurance solutions, and more to help clients simplify and amplify their financial lives.

The Portland team specializes in areas such as executive compensation, RSUs, stock options, deferred compensation, and concentrated stock positions. They also provide specialized solutions for Oregon and Washington estate tax strategies, multi-generational succession planning, philanthropy, and services for endowments and foundations.

Notable advisors in the Portland office include Karrie Spencer, CFP®, Managing Director; Duncan Wilk, CFP®, Regional Vice President; Courtney Mersereau, CFP®, Wealth Advisor; Mike Squier, CFP®, ChFC®, MBA, Sr. Wealth Advisor; and Stephen Crabb, CFP®, Wealth Advisor. The team is deeply embedded in the Portland community and is committed to delivering personalized financial strategies tailored to each client’s unique needs.