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.
Old Lyme
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.
Old Lyme 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 Old Lyme
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Old Lyme community and specializes in areas relevant to local residents.
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.
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.
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.