Our Mission

At Mercer Partners, we are a forward-thinking, values-driven wealth management firm dedicated to providing personalized guidance and an exceptional standard of care.  We serve a select group of individuals and families, helping them navigate life’s most pivotal financial transitions with confidence and clarity.  Our mission is to be a lifelong partner—leveraging our experience, insight, and passion to empower our clients to achieve financial independence and build a legacy that lasts for generations.

Our Statement of Commitment

We are deeply committed to providing personalized financial planning in a thoughtful and responsive environment to clients who are goal-focused and relationship-driven.

With an authentic and empowering voice, we help clients feel clarity and confidence though our Mercer 360° Process™.

40 Years and Counting

For over 40 years, we have been a valued partner to individuals, families, and businesses, delivering personalized financial guidance rooted in integrity and a deep commitment to our clients’ success. As a forward-thinking, values-based firm, we have strived to build a legacy of tailored advice and exceptional service, helping clients navigate the complexities of wealth management with confidence and clarity.

Our mission is to serve as a lifelong resource, not just for our current clients, but for future generations, empowering them to pursue their vision of financial independence. With decades of experience and a passion for excellence, we remain dedicated to fostering long-lasting relationships that stand the test of time, both locally and across the country.

Meet Our Team

Our multi-generational team is designed to provide seamless continuity throughout your financial journey. By employing a collaborative approach and drawing from deep industry experience, we bring clarity, perspective, and confidence to our clients’ lives every day.

Why Mercer?

Fun Fact: The name Mercer Partners Wealth Management is inspired by fond family vacations! When Don was young, his family would escape to their home on Mercer Lake along the Oregon Coast—a place filled with great memories. In 2015, after acquiring a practice from a retiring advisor, Don renamed the firm to honor those special times. The “Mercer” pays homage to Mercer Lake, while “Partners” highlights our dedication to creating lasting partnerships with our clients throughout their financial journey.