Why Oak & Mercer
Oak & Mercer started in response to what's happening to local brokers. The industry is consolidating. Independent shops keep selling to large, private-equity-backed groups, and when they do, the clients get sorted by size and scattered.
Whether you have 3 or 300 employees, the advisor who first brought you to Oak & Mercer is the advisor you'll always have. The person who knows your business is the same person still at the table years down the road.
Benefits is our home base, but the questions never stop there. Payroll, retirement, liability, HR. We've spent years building a network of local partners, and a warm intro from us usually comes with a better rate.
Sometimes the right answer has nothing to do with insurance. We'll tell you anyway. Our job is connecting Northwest businesses with what actually helps.
The plan you put in front of every new hire. Built to compete for talent and adapt as you scale.
Coverage built around the work you actually do, not boilerplate carrier templates.
The administrative spine that keeps people, payroll, and compliance moving together.
Owners need more than insurance. We open the network when the moment calls for it.
A few of the partners in our network
A small team, on purpose. The same names every time you call.
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