Welcome to Our Cherry Hill Office

Experienced Financial Advisors in Cherry Hill, NJ

Cherry Hill Financial Planning

We offer comprehensive wealth management through a family office 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.

Brian Picariello
Brian Picariello Signature
Brian Picariello, CPA/PFS, CFA® Managing Partner
Cherry Hill
Jason O’Meara
Jason O’Meara Signature
Jason O’Meara, CFP® Partner
Cherry Hill
Ready to get in touch? My team and I are here to help.
Kevin Dillon
Kevin Dillon, CFP®, CRPC® Sr. Vice President
Cherry Hill

Cherry Hill

By appointment only

923 Haddonfield Road
Suite 300
Cherry Hill, New Jersey 08002

Phone: 215.558.3500

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.

Cherry Hill Offices Fast Facts & Specialties

  • Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
  • Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
  • We’re proud that nearly half of our client-facing team firm-wide are women.

Financial Solutions We Offer in Cherry Hill

Mercer Advisors delivers comprehensive financial guidance designed to address the full complexity of your financial life. Our Cherry Hill team brings together planning, investment management, tax strategy, estate planning, and trust services — working collaboratively to help individuals and families make confident, informed financial decisions.
Financial Planning
Personalized financial planning for Cherry Hill individual clients and families, integration cash flow, retirement goals, education planning, and long-term priorities into one cohesive strategy.
Tax Planning & Preparation
Proactive tax planning and preparation designed to help Cherry Hill residents manage tax exposure while aligning financial decisions with state and federal tax considerations.
Investment Management
Institutional-grade portfolio management tailored to Cherry Hill clients, focused on long-term objectives, risk management, and disciplined investment strategies.
Estate Planning
Thoughtful estate planning support for families, helping structure assets, beneficiaries, and legacy goals within state and federal estate frameworks.
Insurance Solutions
Risk management strategies that help Cherry Hill clients protect income, assets, and family needs through carefully evaluated insurance solutions.
Trustee Services
In-house fiduciary trust services designed to support complex estate plans, multigenerational wealth, and long-term stewardship under state regulations.

Meet Our Talented Advisors

Our team is deeply embedded in the Cherry Hill community and specializes in areas relevant to local residents.

Ready to learn more from the Cherry Hill team?

Let’s Talk

Ready to get in touch?
My team and I are here to help.

Sr. Vice President, Cherry Hill