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Wealth Advisors in Morristown

Our office together with the entire Mercer Advisors team bring CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

67 Park Place East
Suite 700
Morristown, New Jersey 07960

973.605.8311

Speak with a Morristown Advisor


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About Us

Mercer Advisors has over 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 wealth advisor in Morristown that best fits your needs. Our financial advisors strive to understand your financial situation and guide you on the path to help grow your wealth, attain Economic Freedom™, and succeed in your life journey.

 

Financial Management to Help Maximize Wealth

Our Morristown financial advisors 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

Meet Your Morristown Team

Brian Picariello

Managing Director

Susan Portnoi

Sr. Wealth Advisor

Steven Crevar

Wealth Advisor

Jason O’Meara

Wealth Advisor

Rafael Arellano

Wealth Advisor

Tammy Cooper

Sr. Financial Planner

Charlene Maruska

Regional Service Manager

Amanda O’Sullivan

Sr. Client Service Specialist

Mathew Carrigy

Client Service Specialist

Stacy Reen

Client Service Specialist

Talk to a Morristown Wealth Advisor.