Mercer Advisors

Welcome to Our Melville Office

Experienced Financial Advisors in Melville, NY

Melville Financial Planning

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.

Paul Oliva
Paul Oliva Managing Partner
Melville
Mendim Gecaj
Mendim Gecaj, CFP®, CPWA® Principal
Melville
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Melville

By appointment only

200 Broadhollow Road
Suite 207 #151
Melville, New York 11747

Phone: 866.222.8505

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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.

Financial Solutions We Offer in Melville

Mercer Advisors delivers comprehensive financial guidance designed to address the full complexity of your financial life. Our Melville 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 Melville 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 Melville residents manage tax exposure while aligning financial decisions with state and federal tax considerations.
Investment Management
Institutional-grade portfolio management tailored to Melville 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 Melville 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 a Few of Our Talented Advisors

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

Tess Bradshaw

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™.

Barry Cohen

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.

Bridger Dawson

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.

See the full team

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Please reach out to your Advisory Team directly.