Epstein & White, now known as Mercer Advisors, is a full-service wealth management firm based in San Diego, California. With extensive experience in the industry, they offer comprehensive services in financial planning, investment strategies, tax planning, retirement and estate planning, insurance solutions, and corporate trustee services. Their team of independent financial advisors is dedicated to building lifelong relationships with clients, providing accurate and helpful information, and offering unbiased advice tailored to individual needs and goals.
Mercer Advisors, Formerly Epstein White, is committed to helping clients manage their wealth and achieve their financial dreams. With a focus on integrity and transparency, they offer expertise and resources in retirement income planning, asset protection, legacy planning, social security planning, wealth management, income planning, and IRA 401K rollovers. As a trusted financial professional, they strive to empower clients with knowledge and guide them towards sound financial strategies for the future.
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