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    Scott Malone - Edward Jones

    5.0 (1 review)

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    11 years ago

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    Mercer Advisors - Santa Barbara - Wealth Management Solutions by Mercer Advisors

    Mercer Advisors - Santa Barbara

    (5 reviews)

    I would not recommend this company today. long story short we have been with this company for over…read more25 yrs we would either have in person appointment or phone appointment this tax year 2025 we sent our taxes to 1 of there agents. We waited for a phone appointment and we got nothing, after a few days we were going through emails and saw our taxes were done without us! They took it upon themselves to do them without us that's totally wrong....be ware!

    I'm very disappointed with Mercer's performance - Spent at…read moreleast 6 hours going over my accounts, monthly cash requirements and end of year distributions. Everything we discussed was ignored and the accounts were 99% invested - leaving no cash to pay bills, nor distribute to make matters worse their timing was just plain lousy buying everything all at once, near the top of the market. When I called about overinvestment, Michael Johns simply said he didn't remember that part of the conversation - but they would sell some of the positions so I could pay my bills. When I moved the cash to the account I needed it in - they sold more in the other account so the cash would be there - no communication nothing. And the account they sold in was the wrong account - clearly my situation was too complicated for Mercer to keep straight. When I decided to de link from them - they liquidated every position they hd set up - again no communication - they just liquidated everything again no communication preceded the liquidation. And of course they sold everything near the bottom of the market locking a 70K loss. And right at the end of the year - who knows what damage they've done to my taxes. If you're a buy and hold kind of investor - these guys are probably fine - but if you have any stock market knowledge and can recognize trend shifts - or multiple accounts serving different purposes - I strongly recommend avoiding Mercer Advisors.

    Bourke Wealth Management

    Bourke Wealth Management

    (7 reviews)

    Team Bourke is a stellar, comprehensive group of multi-talented and highly experienced…read moreprofessionals who have met all my financial management needs for more than a decade. As a clinical psychologist, I know that money is a major source of anxiety for most people. Every conversation I have with Team Bourke leaves me feeling reassured, confident, and secure that the thoughtful options in their wide repertoire will ensure I do not outlive my resources. This past year, they were even proactive in identifying ways to reduce my capital gains taxes--advice that was completely unsolicited, yet very welcome. I whole-heartedly recommend Bourke Wealth Management without reservation. Kristi Walsh, Ph.D. Clinical Psychologist, female business owner

    I have been a client of Bourke Wealth Management since 2005. Kevin Bourke, the principal and owner,…read morehas proven to be an exceptional financial planner, and I cannot recommend him strongly enough. I contacted Kevin based on recommendations from friends who use his services, and am pleased to provide a similar recommendation to anyone who is wanting to develop a long-term strategy for financial growth and planning that leads to retirement. With Kevin's help we are on track to comfortably retire much earlier than we would have previously anticipated. In addition to being a knowledgeable and effective financial planner, Kevin also provides a level of professionalism and integrity that is comforting when talking about your financial security. He carefully manages our portfolio, proactively protecting it during times when the markets are experiencing instability. Most importantly, Kevin always explains in clear, easily understandable terms his opinions on how best to manage our financial security, balancing our comfort level for risk with growth. I trust him implicitly, and have been very pleased with the performance of our finances under his stewardship. I have previously referred friends and family to Kevin, and am happy to provide a public-facing recommendation here as well.

    Scott Malone - Edward Jones - financialadvising - Updated May 2026

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