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Financial Advisors in Vienna

Located in Washington D.C., 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.

8614 Westwood Center Drive
Suite 750
Vienna, Virginia 22182

800.955.5993

SPEAK WITH A VIENNA 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 Ann Arbor 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 Vienna 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

 

Meet Your Vienna Team

Stephanie Anderson

Wealth Advisor

Ross Hasek

Client Service Specialist

Michael O’Brien

Client Service Specialist

Mark Falamoun

Client Service Specialist

Linda S. Ames Lyons

Wealth Advisor

Lawrence Solomon

Sr. Wealth Advisor

Joseph Young

Sr. Wealth Advisor, Sr. Director

Brian Abatemarco

Associate Regional Vice President

Bethany VanDerMeid

Regional Sales Associate

Ally Keasler

Client Service Specialist

Albert Barsanti

Financial Planner

News

Client Advisor Lawrence Solomon Talks with U.S. News about the Benefits of a Family Office

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