When can you enjoy everything you’ve worked for?
Welcome to a different kind of wealth management in Naples
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 Naples area
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
Sr. Manager, Client Service
Helen Shingler
Sr. Manager, Client Service
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.
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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.
