Financial Advisors in Hartford, Connecticut

Located 30 minutes north of Hartford, in the shadow of Talcott Mountain in Simsbury, CT, our Hartford office brings together CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

Greystone Court
573 Hopmeadow Street
Simsbury, CT 06070

860.651.1716
Hours: 8AM - 5PM, Monday - Friday

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About Us

Mercer Advisors has more than 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a financial advisor in Hartford that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey.

 

Solutions to Help Maximize Your Wealth

We specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:

  • Retirement planning
  • Trusts and estate planning
  • Tax planning and return filing
  • Insurance analysis
  • Long term care / Medicare planning
  • Company retirement plans
  • Social security optimization
  • Tax efficient investing
  • Socially responsible investments
  • Foundations & non-profits
  • Donor advised funds & charitable trusts
  • Education / college planning
  • Cash flow / budget optimization

 

Meeting the Needs of the Hartford Community

Our office serves clients who live and work in the Farmington Valley, greater-Hartford, and New England areas. The diverse nature of our client base means we have the expertise to manage complex financial issues including equity compensation and highly concentrated positions, asset inheritance, divorce, or transitioning into retirement. Whether we are serving clients, or actively participating in local organizations, we are committed to serving the community in which we live and work. We currently support the following local organizations:

  • Intensive Education Academy
  • The Rob Branham Foundation
  • Talcott Mountain Music Festival

Meet Your Hartford Team

Nicholas Semko

Nicholas Semko

Managing Director

Doug Suhr

Doug Suhr

Regional Vice President

Pamela Greene

Pamela Greene

Client Associate

Claire Hahn

Claire Hahn

Client Associate

Eric Anderson

Eric Anderson

Client Advisor and Branch Manager

Brendan Reidy

Brendan Reidy

Regional Vice President

Awards

News

New Legislation Impacts Retirement Planning

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Mercer Advisors Takes ESG to a New Level

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Mercer Boosts Female Leadership with New Hire

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