Events for April 15 - October 11, 2024

Name: Turns in The Road Webinar
Start: 2025-04-15T12:30:00+00:00
End: 2025-04-15T13:30:00+00:00
Location: Webinar

January 2025

January 30 @ 10:30 am - 12:00 pm

Annual Investment Symposium Webinar

Webinar

April 2025

April 15 @ 12:30 pm - 1:30 pm

Turns in The Road Webinar

Webinar

Contact Us Today

Phone: (925) 932-4700

Walnut Creek, CA Office >

Columbia Falls, MT Office >

Connect on Social

Statement of Commitment

At Mercer Partners, 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 our clients feel clarity and confidence through our Mercer 360° Process™.

LPL Financial Form CRS

Check the background of your financial professional on FINRA’s BrokerCheck here >

The financial consultants of Mercer Partners Wealth Management are Registered Representatives with, and securities are offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC, a registered investment advisor. Mariner Independent Advisor Network, LLC and Mercer Partners Wealth Management are separate entities from LPL Financial. Mercer Partners Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax professional regarding your specific situation.

The LPL Financial representative/s associated with this website may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Mariner Investment Advisor Network CRS Form

Investment involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Asset allocation does not ensure a profit or protect againts a loss.