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 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.
Melville
Melville
Melville
Melville
By appointment only
200 Broadhollow Road
Suite 207 #151)
Melville, New York 11747
Phone: 866.222.8505
Melville 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 Melville community and specializes in areas relevant to local residents.
Every family’s journey is different. I help clients make smart, confident financial decisions—saving for college, planning for retirement, and shaping an estate plan that reflects what matters most. At the core of my work is a commitment to their best interests and to achieving Economic Freedom™.
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.