For more than two decades and counting, Mercer Advisors has been proud to call New England home. With a team of local CFA® and CFP® professionals, we provide tailored guidance to a wide range of families and business owners.
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 England
Stronger Together
Mercer Advisors understands the importance of joining forces with impressive local advisory firms. Together, we can provide clients with a greater breadth and depth of services and value—and, most importantly, keep our promises to them.
We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.
New England Offices Fast Facts & Specialties
- Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
- Institutional-grade investing: Our approach is backed by decades of research and market analysis, representing the best practices of today’s institutional investment community.
- Tax efficiency: Minimizing taxes is essential to protecting your lifestyle and legacy. Proactive tax strategy is an integral part of our process.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the New England community and specializes in areas relevant to local residents.
For over 30 years, I’ve coached families through life’s myriad financial decisions, whether that’s saving for college, developing an estate plan, or planning for retirement. I’m deeply committed to the best interest of the families I represent.
Since joining Mercer Advisors, I’ve been afforded the opportunity to work alongside a talented team that shares the same values and fiduciary mindset, enabling me to provide clients access to additional services and an enhanced experience.
We provide comprehensive services to individuals through all walks of life. From retirees to those just starting out, we have the resources to serve clients’ best interests and help set them up for Economic Freedom™.
I enjoy connecting the dots of our clients’ financial lives. This allows me to help provide clarity and confidence to them as they navigate their unique financial journey.
Because of personal experience, I am passionate about helping families navigate financial challenges when dealing with health issues. I focus on helping to protect their wealth, transferring assets and providing confidence when they need it the most.
Since joining Mercer Advisors, I’ve been afforded the opportunity to work alongside a talented team that shares the same values and fiduciary mindset, enabling me to provide clients access to additional services and an enhanced experience.
It is an honor to partner with my clients as they move through the different stages of their financial lives. Being able to integrate financial planning, investment management, tax, estate, insurance, and more for my clients is extremely rewarding.
Because of personal experience, I am passionate about helping families navigate financial challenges when dealing with health issues. I focus on helping to protect their wealth, transferring assets and providing confidence when they need it the most.
We provide comprehensive services to individuals through all walks of life. From retirees to those just starting out, we have the resources to serve clients’ best interests and help set them up for Economic Freedom™.
It is an honor to partner with my clients as they move through the different stages of their financial lives. Being able to integrate financial planning, investment management, tax, estate, insurance, and more for my clients is extremely rewarding.
We provide comprehensive services to individuals through all walks of life. From retirees to those just starting out, we have the resources to serve clients’ best interests and help set them up for Economic Freedom™.
Our greatest investment is our relationship with each client and we strive to show that we genuinely care about them. We take pride in our personal approach and work hard to ensure every client feels valued — because they truly are.
It is an honor to partner with my clients as they move through the different stages of their financial lives. Being able to integrate financial planning, investment management, tax, estate, insurance, and more for my clients is extremely rewarding.
Since joining Mercer Advisors, I’ve been afforded the opportunity to work alongside a talented team that shares the same values and fiduciary mindset, enabling me to provide clients access to additional services and an enhanced experience.
Our greatest investment is our relationship with each client and we strive to show that we genuinely care about them. We take pride in our personal approach and work hard to ensure every client feels valued — because they truly are.
I enjoy connecting the dots of our clients’ financial lives. This allows me to help provide clarity and confidence to them as they navigate their unique financial journey.
For over 30 years, I’ve coached families through life’s myriad financial decisions, whether that’s saving for college, developing an estate plan, or planning for retirement. I’m deeply committed to the best interest of the families I represent.
The most enjoyable and important aspect of financial planning is the human element. Connecting with an individual, couple, or family personally enables us to better identify to core goals of the plan and makes the process quite rewarding.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Mercer Advisors Annual Day of Giving
Our team had an amazing time partnering with Gather New Haven, an organization committed to social and environmental justice, where we rolled up our sleeves to help winterize one of their urban farms.
CT Shoreline Arts Alliance – Costumes & Cocktails Fundraising Event
Mercer Advisors proudly sponsored a CT Shoreline Arts Alliance annual fundraising event serving thousands of performing and creative artists in our community through a variety of arts programs and awards.
Mercer Advisors Annual Day of Giving
Our team sorted 6,332 pounds of produce at the Connecticut Foodshare in Wallingford to support their efforts in ending hunger.
Summer Food Drive — InvestHERs
In a company-wide initiative with InvestHERs, our network supporting the growth of female team members, we collected donations for the Downtown Evening Soup Kitchen in New Haven to help address food insecurity.
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