Mercer Advisors is one of the nation's largest independent wealth management firms with over 100 offices nationwide. The Hawaii ohana of Mercer Advisors offers comprehensive wealth management through a family office structure, serving families, businesses, and high-net-worth individuals throughout the Hawaiian Islands from offices in Kahului (Maui) and the greater Hawaii market.
Mercer Advisors integrates financial planning, investment management, tax preparation and planning, estate planning, insurance, and more into one unified offering — all coordinated by an advisor focused on serving clients, not finding new ones. The firm specializes in multi-generational wealth management, high-impact decision-making at critical financial moments, and private and public market investment access.
Mercer Advisors Hawaii founded and manages XLR8®, a series of community-focused accelerator and incubator programs. XLR8UH® is an award-winning venture accelerator investing in University of Hawaii entrepreneurs and technologies — ranked by Forbes as one of the top 30 accelerators in the nation. XLR8HI® serves as Hawaii's Entrepreneurship Center, and XLR8YOUTH™ is a first-of-its-kind innovation intensive for youth. In 2024, Mercer Advisors Hawaii acquired Acasia Group, expanding its global reach into the Middle East, Africa, and beyond.
"We help clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering."
Apply to the Apex Startup Discovery Program
Aligned with Mercer Advisors Hawaii' investment focus. Precondition: You must be an Apex Participant to submit. Registration is complimentary and includes 2 Golden Ads. This project is part of Apex Master Expos.
Apex Ecosystem with Golden Ads
"Who I Am · What I Want"
Complimentary for Apex Participants. Become an Apex Participant at myapex.me — registration is complimentary and includes 2 Golden Ads. Part of Apex Master Expos.
Apex is a living ecosystem — one of its kind. A decentralized, member-owned global business platform across 80+ countries where preferred venture partners such as Mercer Advisors Hawaii can explore early-stage innovation quietly and selectively, while founders showcase on their MySite and gain clarity on what long-term investors truly seek. No middleman. By members, for members.