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Financial Advisors in Raleigh

Located in the heart of the financial district, 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.

By appointment only

4208 Six Forks Road
Suite 1000
Raleigh, North Carolina 27609

571.643.3331

SPEAK WITH A RALEIGH ADVISOR


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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 Raleigh that best fits your needs. Our wealth advisors strive to understand your financial situation 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 Raleigh 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 Raleigh Community and Beyond

Our office serves clients who live and work in Raleigh and the surrounding areas. Whether it’s socially responsible investing, the complexity of executive compensation and equity plans, or retirement and tax strategy, our team focuses on what is important to our clients lives and the goals they want to achieve. With the many twists and turns our lives take, having families, changing jobs, becoming single, our advisors can ensure you are always on track to achieve Economic Freedom.

Meet Your Raleigh Team

Albert Barsanti

Financial Planner

Mark Falamoun

Client Service Specialist

Stephanie Anderson

Wealth Advisor

Lawrence Solomon

Sr. Wealth Advisor

Brian Abatemarco

Associate Regional Vice President

Bethany VanDerMeid

Regional Sales Associate

Ross Hasek

Client Service Specialist

Linda S. Ames Lyons

Wealth Advisor

Joseph Young

Sr. Wealth Advisor, Sr. Director

Talk to Raleigh Financial Advisors