Mercer Advisors helps high-net-worth individuals and families in New York live the lives they want — now and in the future.
We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
New York City & Long Island
New York City & Long Island Offices Fast Facts & Specialties
- We’re a unified team: Advisors, planners, investors, accountants, and estate strategists that design – and execute – your financial plan. We are a true family office for all families.
- We put multiple wealth drivers to work: We don’t rely solely on investment returns to help achieve your goals. We look at your entire financial picture, including taxes, estate, and insurance.
- We put you first: Our advisors don’t sell proprietary investment products and are focused on serving you, not on finding new clients.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the New York City & Long Island community and specializes in areas relevant to local residents.
I help families through life’s financial decisions, whether that’s saving for college, developing an estate plan, or planning for retirement. I am committed to helping them achieve Economic Freedom™ and strive to do what is in their best interest.
Our cohesive in-house team approach empowers me to integrate all aspects of clients’ financial lives. By connecting the dots across investment management, tax strategies, estate planning and beyond, I help remove stress around big decisions.
As a local advisor, my mission is to empower the members of our community with financial strategies that resonate with their aspirations, ensuring they feel supported every step of the way.
I help families through life’s financial decisions, whether that’s saving for college, developing an estate plan, or planning for retirement. I am committed to helping them achieve Economic Freedom™ and strive to do what is in their best interest.
Life can be complex and chaotic. By providing my clients with a process and road map for achieving and maintaining Economic Freedom™, I can help them reduce any stress and anxiety they have around their finances so they can live their best lives.
As a first-generation son to immigrant parents, I learned firsthand the power of hard work. Mercer Advisors provides me with the tools to help ensure my clients’ financial lives are well-planned and meet their evolving needs.