Talk to a Wilmington Financial Advisor
Financial Advisors in Wilmington
Located in the historic Brandywine Valley, 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.
3520 Silverside Road
Suite 25
Wilmington, Delaware 19810
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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 Wilmington 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 Wilmington 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 Greater Delaware Valley Community
Our office serves clients who live and work in Delaware Valley area and the surrounding Mid-Atlantic region. From individuals and families to business owners, the diverse nature of our client base means we have the expertise to manage complex financial issues. We understand that our clients are unique, and that their personal and financial circumstances direct their specific wealth plan and its recommendations. With a total wealth management approach, we help you identify your financial goals, prioritize your financial opportunities, establish a financial foundation, and tailor your strategies to help you achieve Economic Freedom.
Meet Your Wilmington Team
Rodney Alvarado
Regional Vice President
Marie Levinsky
Client Service Specialist
Kevin Dillon
Regional Vice President
Gabrielle Joiner
Client Service Specialist
Daniel M. McDermott
Sr. Wealth Advisor
Christopher Blakely
Sr. Financial Planner
Brian Picariello
Managing Director