Financial Advisors in Woodbridge
Located near New Haven, home of Yale University, our Woodbridge Office is easily accessible from RT15 via exit 59. 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.
1 Bradley Road
Suite 902
Woodbridge, Connecticut 06525
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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 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
Roain Saunders
Associate Financial Planner
Rick Baran
Wealth Advisor
Navisha Sawh
Client Service Specialist
Monica Delsanto
Client Service Specialist
Brian Picariello
Managing Director
Bennet Thonakkara
Sr. Wealth Advisor, Director
Alexander Doyle
Wealth Advisor
Alan Weiss
Client Advisor and Principal Emeritus
