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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Haddonfield

We get you to think about money like you’ve never thought about it before

Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.

Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.

We’re built differently

Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio

Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
 
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
 
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.

Put simply, we help oversee and connect all the dots of your financial life.

Meet our talented wealth advisors in the Haddonfield area

They’re here to help you connect all your financial dots

Steve Cordasco

Sr. Wealth Advisor, Director

Steve Cordasco

Steve Cordasco

Sr. Wealth Advisor, Director

Steve’s fascination with how money works is the foundation for his work today. This fascination started when he was very young and developed into a strong work ethic and the desire to be self-sufficient. Steve attended Temple University where he studied Finance and Real Estate. He began his career at Butcher and Singer, a premier Philadelphia-based investment banking firm. In 2008, Steve started Cordasco Financial Network. Steve also hosted the CBS radio broadcast “The Big Money Show” for 19 years. Steve eventually left CBS radio and began a new path through podcasting to educate the public with a more fiduciary approach. Steve enjoys spending time with family, friends and his four dogs along with visiting the beach, boating, sailing, paddle surfing, fishing, cooking, and eating.

Timothy Joseph

Wealth Advisor

Timothy Joseph

Timothy Joseph

Wealth Advisor

In his role as a financial advisor and tax specialist, being a good teacher is an important aspect of Tim’s relationships with the people he serves. Tim graduated from Bloomsburg University with a major in accounting. A licensed CPA since 2004, Tim joined Cordasco Financial Network so he could use the wealth of knowledge he has attained over the years to create plans and strategies in an individualized and personal way. Tim is an avid Philadelphia sports fan who also spends much of his free time coaching sports teams for his 14 and 10-year-old sons. Tim’s wife is a teacher and they enjoy traveling together with their family, as well as being involved in the many sports teams they follow or participate in.

Larry Shaw

Wealth Advisor

Larry Shaw

Larry Shaw

Wealth Advisor

As a relationship manager, Larry has the expertise and flexibility to help clients address any situation in which they find themselves. But it may be his musical background that provides the real flexibility in his character and drives his creative insights. Larry started playing guitar at age nine and soon after he embarked on a musical career that has spanned just about every genre you can name. Larry began his career in financial services by taking finance classes at night. He has worked at a number of firms, including an eighteen-year stint with Charles Schwab, before finding his home at Cordasco Financial Network. When he’s not working, playing music, at the gym, or solving Sudoku puzzles, Larry spends time with his four children and seven grandkids.

James V. Tate

Wealth Advisor

James V. Tate

James V. Tate

Wealth Advisor

Jim began his career in financial services as a CPA. He joined RBC with Steve Cordasco and, together, they built a team that tripled in size over six years. In 2012, Jim moved with Steve to form Cordasco Financial Network as an independent advisory firm. The two continued to build a complementary team where they could serve clients by always doing what was best for the client. Having practiced accounting for many years with small businesses and individuals, Jim understands how business and life intersect, and he uses that experience to help give people confidence and financial independence. The oldest of nine children, Jim and his wife have kept the large family going into the next generation. They enjoy spending time with their four married children and fourteen happy grandchildren.

Ryan M. Flurer

Financial Planner

Ryan M. Flurer

Ryan M. Flurer

Financial Planner

Ryan believes in putting in the hard work necessary to make someone else’s day a little brighter. After graduating from Temple University in 2012, he knew he wanted to work with advisors who were fiduciaries—required to put the interests of their clients before their own. Ryan began his career at Cordasco Financial Network as a Client Services Specialist. In his initial role, he provided support to advisors. Ryan moved into his current role in Technology & Data Management where his work enables advisors to serve clients in a more personalized way. It is the people at a company that make it special, and it is the people at home who make life worth it. For Ryan, those people include his wife, Lauren, and son, Jackson.

Dennis Jablonoski

Financial Planner

Dennis Jablonoski

Dennis Jablonoski

Financial Planner

Dennis discovered his passion for financial services when, as a young man, he walked onto the Philadelphia Stock Exchange floor and had an epiphany: Working there was what he was meant to do. Dennis worked his way up until he eventually became manager for a local brokerage firm where he managed a team of fifteen people. Dennis later joined a major wirehouse firm and became a branch manager and then a sales manager.
After the financial crisis of 2008, Dennis found an opportunity with Cordasco Financial Network where he had the chance to serve people with a complete fiduciary focus.
Dennis and his wife have raised eight children, including two sets of twins. He also enjoys working as an official for football, basketball, and lacrosse.

Charlene Maruska

Regional Service Manager

Charlene Maruska

Charlene Maruska

Regional Service Manager

Charlene has over thirty years of diversified administrative services experience. She joined Traust Sollus Wealth Management as a Senior Administrator in 2011, and joined Mercer Advisors in 2018 via Mercer Advisors’ acquisition of Traust Sollus. Prior to joining Traust Sollus, Charlene was the Assistant to the President & CEO and Administrative Services Manager at Robert Wood Johnson University Hospital Hamilton. She has handled matters of complexity and confidentiality and possesses a strong customer service ethic. She enjoys sunrises and sunsets on the beach and spending time with her family.

Evan Salter

Client Service Specialist

Evan Salter

Evan Salter

Client Service Specialist

Growing up, Evan’s father and grandfather gave him an early exposure to the financial world. Part of that early education involved listening to the “Your Life, Your Wealth” radio show on car rides with his father. That early education contributed to Evan knowing early on what kind of career he wanted—a career in financial services. Evan began his career as an intern with Cordasco Financial Network before joining the firm full-time as a Client Services Specialist. Evan focuses on assisting clients with moving money, servicing accounts, and supporting advisors, as well as helping with data analytics. In the summer, Evan heads to the Eastern shore in Maryland to spend time fishing and crabbing with his family and in the winter, he enjoys snowboarding.

Brian Picariello

Managing Director

Brian Picariello

Brian Picariello

Managing Director

Brian began his wealth management career in 1995 at Arthur Anderson & Co. as a tax accountant. His areas of expertise include financial planning, income tax planning, estate planning, and risk management strategies for high net worth individuals and their families. Prior to joining Mercer Advisors, Brian worked as a wealth strategist at Merrill Lynch and most recently as a wealth advisor at Traust Sollus Wealth Management. He graduated from Albright College with a Bachelor of Science in Accounting as well as Rutgers School of Business, where he earned an MBA with a concentration in finance.

John Walker

Regional Vice President

John Walker

John Walker

Regional Vice President

John spends a good portion of his time uncovering people’s life stories so he can understand what he can do to better serve them. By taking the time to get to know an individual he can connect with them and help support their overall life goals and mission. John uses the disciplines learned from playing competitive soccer during his years at Ursinus College, and coaching after graduation, to help him effectively prepare clients for life’s financial challenges. A passion for soccer is still part of John’s life and is now accompanied by a passion for his family. His wife, Suzanne, is a teacher and both love nothing more than watching their son play music, seeing their daughter dance, and enjoying the outdoors together.

We’ll team you up

with one of our talented wealth advisors who’ll help you connect all your financial dots

We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.


Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.