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Financial Advisors in Woodbridge, Connecticut

Located near New Haven, home of Yale University, our Woodbridge Office is easily accessible from RT15 via exit 59. Our Woodbridge office brings together CERTIFIED FINANCIAL PLANNERS™, advisors, investment strategist, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

1 Bradley Road
Suite 902
Woodbridge, Connecticut 06525

203.387.7887
Hours: 8 AM – 5 PM, Monday – Friday

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About Us

Mercer Advisors has more than 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 Connecticut 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 Woodbridge 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 Connecticut

Our office serves clients who live and work in Connecticut and the surrounding New England area. 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:

  • Shoreline Arts Alliance
  • Neighborhood Music School
  • LEAP (Leadership, Education & Athletics in Partnership)
  • Cheshire Rotary

Meet Your Woodbridge Team

Alan Weiss

Client Advisor and Principal Emeritus

Alexander Doyle

Associate Wealth Advisor

Bennet Thonakkara

Client Advisor and Branch Manager

Brendan Reidy

Regional Vice President

Monica Delsanto

Client Service Specialist

Navisha Sawh

Client Service Specialist

Nicholas Semko

Managing Director

Rick Baran

Wealth Advisor

Roain Saunders

Associate Financial Planner

Awards

News

Mercer Advisors Takes ESG to a New Level

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Mercer Boosts Female Leadership with New Hire

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New Legislation Impacts Retirement Planning

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Mercer Advisors Acquires Regent Wealth Management Group

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