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Financial Advisors in Radnor
Located in the heart of the Main Line, with easy access via 476 (Blue Route), 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.
100 West Matsonford Road
Suite 4-200
Radnor, Pennsylvania 19087
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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 the Philadelphia area 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.
Financial Management to Help Maximize Wealth
Our Radnor 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
Meeting the Financial Needs of the Radnor Community
Our office serves clients who live and work in Philadelphia and the surrounding suburbs, including all of Eastern and Central Pennsylvania. The diverse nature of our client base means we have the expertise to manage complex financial issues including equity compensation and highly concentrated positions, asset inheritance, divorce, or transitioning into retirement. Whether we are serving clients, or actively participating in local organizations, we are committed to serving the community in which we live and work.
Meet Your Radnor Team
Rodney Alvarado
Regional Vice President
Kevin Dillon
Regional Vice President
Jack Bruno
Client Service Specialist
Geoffrey Franklin
Wealth Advisor
Gabrielle Joiner
Client Service Specialist
David Haman
Sr. Wealth Advisor
Brian Picariello
Managing Director