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Giving Back Moves Us Forward


Whether the goal is to serve the needs of our clients or to serve the needs of our community, our team prides itself on our passion for and commitment to making a difference.  Together, we are working on strategically supporting local, regional, and global non-profit organizations achieving sustainable outcomes in their sphere of influence.

Currently, we are providing guidance for staff, clients, and the general public to find their path for fulfilling their philanthropic interests as they engage with their time, talent, and/or resources.

Please follow or join our efforts as we develop this exciting social investment mandate.

"Is Money the Measure of Success? - Scholarship Essay Contest

Mercer Putney Financial awarded two deserving high school seniors 1000.00 college scholarships.  We posed the question “Is Money the Measure of Success?” Out of 26 entries received from 7 different East Bay high schools, two stood out among the best.

Sarah Son, a graduate of Northgate High School, will be attending UCLA to study economics this fall. She wrote a powerful essay on poverty and how the lack of wealth affects the happiness of those without. She concludes her essay by saying “What the possession of money can guarantee indefinitely security and possibility; it gives you the choice to use…currency to create real change in yourself, in your community, in your country, in the world, if that’s what you choose to do with it.”

Oscar Loyd of Acalanes High School, who will attend the University of Nevada at Reno and plans to study medicine, discussed how education determines success and how often the price of it can change ones path. Despite getting in to every college he applied to, he was challenged to “select the one offering the best balance of academic reputation and affordability” in order to achieve success and avoid tremendous student debt.

Every student who entered the competition received the book “The Wealthy Barber” by David Chilton to help in planning for their financial future.  

Ertz Family Foundation

Mercer Putney Financial Advisors was honored to sponsor and support Zack and Julie Ertz first Ertz Family Foundation kickoff event raising $200,000 for charity.