Meet Rick

Rick is a Sr. Wealth Advisor based in Old Lyme, Connecticut. He joined Mercer Advisors in 2024 through the acquisition of Benchmark Wealth Management, LLC, where he was a founding member since 2007. Rick began his career in financial planning in 2000 after a successful tenure in banking, relishing the opportunity to form deep and long-term relationships with his clients. An early adopter of the financial planning process, Rick is a CERTIFIED FINANCIAL PLANNER® professional and holds the Accredited Investment Fiduciary® designation. He also holds a MBA from Rensselaer Polytechnic Institute and a Master of Personal Financial Planning.

Rick’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Rick has focused experience in these areas:

Multi-generational planning that aligns with your values and minimizes tax impact
Support for business owners, from growth and succession to liquidity events and legacy planning
Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities

His working style

Rick provides high-touch services built on a strong understanding of his clients’ needs, goals, and plans.

Rick in real life

Any words you try to live by?

Never settle for mediocrity.

What keeps you busy outside of work?

Spending time with my wonderful family.

How do you give back?

My family and I support numerous French and English Bulldog rescue networks.

Career highlights

Joined Mercer Advisors2024 through acquisition of Benchmark Wealth Management, LLC
Served as Managing Member of Benchmark Wealth Management from 2007 to 2024

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