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Wealth Advisors in Westport

Located in the heart of Fairfield County, our Westport office is easily accessible from I95 and Route 1. 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.

965 Post Road East
Westport, Connecticut 06880

203.222.3575

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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 wealth advisor in Westport that best fits your needs. Our financial advisors strive to understand your financial situation and guide you on the path to help grow your wealth, attain Economic Freedom™, and succeed in your life journey.

 

Financial Management to Help Maximize Wealth

Our Westport 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 Community Throughout Fairfield County

Our office serves clients who live and work in Fairfield County and the surrounding area. Our financial advisors specialize in tailored wealth management services for working professionals, entrepreneurs, small business owners, and all those nearing retirement. We also provide investment advisory services for trustees. 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.

Clients can find in us a trusted and knowledgeable confidant, capable of delivering financial advice customized to their unique circumstances. We work every day to provide you with the security of knowing that no matter how unexpected, together we will be prepared to meet whatever challenges may come your way. 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:

  • The Hometown Foundation
  • Operation Hope
  • Rotary International
  • Arthritis Foundation
  • St. Jude Children’s Research Hospital
  • Connecticut Police Work Dog Association

Meet Your Westport Team

Robert A. Medvey

Sr. Wealth Advisor

Gregg G. Padilla

Sr. Wealth Advisor

Claudia Paluch

Client Service Specialist

News

Mercer Advisors Acquires Benemark, Inc.

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