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Financial Advisors in New York City, New York

Located in Midtown, the heart of New York City, our Heron Tower office brings together CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your financial goals.

70 East 55th Street
12th Floor
New York, New York 10022

212.661.8682
Hours: 8 AM – 5 PM, Monday – Friday

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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 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 ultra-high net worth 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 Community

We serve clients all around the Tri-State Area. From individuals and families, to successful entrepreneurs and business owners across various industries – we are here for you. The diverse background of our client base equips us with the expertise necessary to manage and navigate an array of complex financial issues. Our team is committed to you, to our philosophy, and to ensuring our clients get the right strategy and tailored plan in place. Come partner with us today so that we can meet your unique needs and lead you on the right path to Economic Freedom.

Meet Your New York Midtown Manhattan Team

Nicholas Semko

Managing Director

Bryan Bielawski

Client Advisor

Andrew Caceres

Tax Manager

Laura Carrasco

Tax Manager

Mendim Gecaj

Financial Planner

Melissa Gioielli

Tax Advisor

Magdanny Jara

Tax Advisor

Matthew McCarthy

Senior Tax Advisor

Barry Newman

Vice President, Senior Tax Advisor

Irina Polyakova

Vice President, Senior Tax Advisor

Al Zdenek

Executive 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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