Talk to West Hartford Financial Advisor
Financial Advisors in West Hartford
Located just north of downtown West Hartford, at the intersection of Brace and Main Street, 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:
15 North Main Street
Suite 100
West Hartford, CT 06107
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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 Hartford 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 Hartford 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 Hartford Community
Our office serves clients who live and work in the Farmington Valley, greater-Hartford, and New England areas. 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. We currently support the following local organizations:
- Intensive Education Academy
- The Rob Branham Foundation
- Talcott Mountain Music Festival
Meet Your West Hartford Team
Rodney Alvarado
Regional Vice President
Pamela Greene
Sr. Client Service Specialist
Eric Anderson
Sr. Wealth Advisor
Edward Dunphy
Regional Vice President
Claire Hahn
Client Service Specialist
Brian Picariello
Managing Director