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Financial Advisors in New York City

Located in the heart of New York City, across the street from Grand Central, our New York City office brings together CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, estate planning attorneys all under one roof to help you achieve your goals.

122 East 42nd Street
Suite 2805
New York, New York 10168

888.603.3903
Hours: 8 AM – 5 PM, Monday – Friday

SPEAK WITH A NEW YORK CITY ADVISOR


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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 New York City 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 New York City Community

We serve clients in New York City, the surrounding boroughs and Long Island, New York. From individuals and families, to business owners in various fields – we are here for you. The diverse background of our client base means we have the expertise to manage complex financial issues. We partner with our clients in navigating their financial situation and lead them on the right track for Economic Freedom. This includes equity compensation, highly concentrated positions, financial planning, tax planning, and estate planning.

Meet Your New York Grand Central Team

Nicholas Semko

Managing Director

Madeline I. Noveck

Client Advisor

David DeVita

Client Advisor

David Haman

Client Advisor

Ben Gyulambaryan

Associate Advisor

Li Huang

Client Associate

Jesse Mignone

Client Associate

Kevin Dillon

Regional Vice President

James Werner

Regional Sales Associate

Angel Colon

Client Advisor

Amanda Caster

Client Associate

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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