For more than two decades and counting, Mercer Advisors has been proud to call Connecticut home. With a team of local CFA® and CFP® professionals, we provide tailored guidance to a wide range of families and business owners.
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.
Meet the Woodbridge Team
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Woodbridge Offices Fast Facts & Specialties
- Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
- Institutional-grade investing: Our approach is backed by decades of research and market analysis, representing the best practices of today’s institutional investment community.
- Tax efficiency: Minimizing taxes is essential to protecting your lifestyle and legacy. Proactive tax strategy is an integral part of our process.
Financial Solutions We Offer in Woodbridge
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Woodbridge clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Woodbridge residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Woodbridge families like yours to craft tailored plans that help to ensure long-term financial continuity.
Inherited Wealth
Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for Woodbridge residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.
IPOs & Liquidity Events
Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future. Learn how we can help demystify the process for you and help avoid a hefty tax bill.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Woodbridge residents design retirement plans that help them achieve their financial goals.
Special Needs
Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in Woodbridge.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Woodbridge community and specializes in areas relevant to local residents.
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.
Because of personal experience, I am passionate about helping families navigate financial challenges when dealing with health issues. I focus on helping to protect their wealth, transferring assets and providing confidence when they need it the most.
Since joining Mercer Advisors, I’ve been afforded the opportunity to work alongside a talented team that shares the same values and fiduciary mindset, enabling me to provide clients access to additional services and an enhanced experience.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Mercer Advisors Annual Day of Giving
Our team had an amazing time partnering with Gather New Haven, an organization committed to social and environmental justice, where we rolled up our sleeves to help winterize one of their urban farms.
Summer Food Drive — InvestHERs
In a company-wide initiative with InvestHERs, our network supporting the growth of female team members, we collected donations for the Downtown Evening Soup Kitchen in New Haven to help address food insecurity.
Mercer Advisors Annual Day of Giving
Our team sorted 6,332 pounds of produce at the Connecticut Foodshare in Wallingford to support their efforts in ending hunger.
CT Shoreline Arts Alliance – Costumes & Cocktails Fundraising Event
Mercer Advisors proudly sponsored a CT Shoreline Arts Alliance annual fundraising event serving thousands of performing and creative artists in our community through a variety of arts programs and awards.
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Ready to learn more from the Woodbridge team?
Let’s TalkTRUST WE HAVE EARNED
#1 RIA in 2025 Barron’s Top 100 RIAs Ranking
Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side
5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026
Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool