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.
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.
They’re here to help you connect all your financial dots
Steve Cordasco
Sr. Wealth Advisor, Director
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.
Troy Buder
Wealth Advisor
Troy Buder
Wealth Advisor
Troy has over 20 years of experience in the financial services industry. He created his own firm, Tri Pillar Investments, after successful engagements with Wachovia/Wells Fargo and AIG/Valic. Tri Pillar merged with ACG Wealth in 2014. Troy holds a Bachelor of Science degree and an MBA. Troy was a frequent contributor to CNBC & FOX and is also the Founder and President of TABu Filmz where he served as Executive Producer and Director on a number of movies. He is also the Founder and President of TABu Properties, a local real estate investment company. Troy serves as a Board Advisor for FCA Hockey and LifeStyle Christianity, as well as volunteering with Make-A-Wish. In his spare time Troy enjoys competing in pickleball tournaments as well as working with the homeless through a ministry called Embrace.
Helen Shingler
Regional Service Manager
Helen Shingler
Regional Service Manager
Scott Kays
Managing Director
Scott Kays
Managing Director
CFP®, CFA
Scott Kays, CFA, CFP® founded Kays Financial Advisory Corporation in 1985, which was acquired by Mercer Advisors in November 2020. In addition to managing the firm and developing comprehensive financial plans for clients, he also served as KFAC’s Chief Investment Officer. Scott is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Financial Analyst® designation. He has appeared numerous times on the Fox Business Network and CNBC, been featured in the Wall Street Journal, and authored two books, Achieving Your Financial Potential (Doubleday, 1999) and Five Key Lessons from Top Money Managers (John Wiley and Sons, 2005). Married since 1985 with six children, his numerous interests outside of work include roasting coffee, professional bodybuilding, and outdoor activities.
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.
with one of our talented wealth advisors who will help you connect all your financial dots
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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