Who We Are

David W. Mercer is the President of Mercer Asset Management, Inc. a fee-only Registered Investment Advisory firm located on Bainbridge Island, Washington. Dave acquired a Bachelor of Science degree in Business Administration from the University of Washington in 1983 and has lived in the Seattle area since 1978. Dave started Mercer Asset Management in 1998 and has extensive knowledge in several key aspects of financial planning.

Portfolio/Money Management
Asset Allocation
Personal & Small Business Financial Planning
Retirement, Insurance, College, Tax and Estate Planning


  • Mercer Asset Management, Inc.- President, Bainbridge Island, WA
  • American Express Financial Advisors – Personal Financial Advisor, Seattle, WA
  • Morgan Stanley Dean Witter – Account Executive/Securities Broker, Seattle, WA
  • CIT Financial Services – Assistant Branch Manager, Seattle, WA


  • Series 7, 24, 31, 63, 65
  • Registered Investment Advisor Representative


  • Financial Planning Association (FPA)
  • University of Washington Alumni Association
  • Bainbridge Island Chamber of Commerce