Bend, OR 35 NW Hawthorne Avenue Office
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Mercer Global Advisors Inc.
Enterprise
Firm-wide stats for Mercer Global Advisors Inc.
About
Mercer Global Advisors serves individuals and families as well as small business owners, plan sponsors, foundations, non-profits, and endowments, providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement and estate planning and family office services. The firm delivers retirement plan consulting, charitable and non-profit advisory, and other specialized services through client agreements and custodial/clearing arrangements.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing. Portfolios are implemented using a mix of low-cost ETFs and index funds, separate account managers, direct indexing, and, where suitable, interval and private funds via platforms such as Orion; Mercer also offers packaged programs (Market Series, Multifactor Series, Income Series) and tax-management options.
Mercer publishes client education content and audio programming (podcasts) and runs firm-wide events and initiatives (for example, an InvestHERs summit sponsored by Dimensional Fund Advisors and internal Academies/National Symposiums), a capability that is less common among large enterprise advisers. The firm also integrates affiliated service lines and platforms — including Mercer Advisors Tax Services (MATS), Mercer Advisors Private Asset Management and the Aspen Partners private‑fund platform, affiliated insurance and broker‑dealer entities, an attorney‑led estate planning option (ASLG), and a Wellthy caregiving concierge offering for qualifying clients — and runs an active acquisition strategy to onboard advisor teams and legacy client programs.
Based on Mercer Global Advisors Inc.
Expertise
Based on Mercer Global Advisors Inc.
Demographic focus
Based on Mercer Global Advisors Inc.
Location
35 NW Hawthorne Avenue
Bend OR 97703
Advisors at this office
4
Advisors at this office
Suzanne D
CFP®, Series 65, Series 66
Bend, OR
Mercer Global Advisors Inc.
Suzanne Daniel is a CFP®-certified financial advisor with 14 years of industry experience. She is currently with Mercer Global Advisors Inc. and has previously worked at My Legacy Advisors, LLC, Eagle Wealth Management, Inc., and United Planners Financial Services of America. She also holds active health, life, and variable insurance licenses. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options including ETFs, mutual funds, and separately managed accounts.
Jake S
Series 66
Bend, OR
Mercer Global Advisors Inc.
Jake Springer is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Eagle Wealth Management and Northwestern Mutual. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, supported by extensive client education and integrated service lines.
Matthew H
Series 66
Bend, OR
Mercer Global Advisors Inc.
Matthew Hobson is a financial advisor at Mercer Global Advisors Inc. with 16 years of industry experience and holds a Series 66 designation. His career includes roles at My Legacy Advisors, United Planners Financial Services of America, SII Investments, Eagle Wealth Management, and operating an independent insurance business. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits with investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory and employs a range of investment vehicles including low-cost ETFs, index funds, separate account managers, and private funds.
Chad S
CFP®, ChFC®, Series 63, Series 66
Bend, OR
Mercer Global Advisors Inc.
Chad Staskal is a CFP® and ChFC® with 28 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held various roles at firms including Eagle Wealth Management and United Planners Financial Services of America. Staskal holds active health, life, and variable insurance licenses. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm uses a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.
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