Mercer Advisors helps high-net-worth individuals and families in New York City live the lives they want — now and in the future.
We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Meet the New York City & Long Island Team
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island
New York City & Long Island Offices Fast Facts & Specialties
- We’re a unified team: Advisors, planners, investors, accountants, and estate strategists that design – and execute – your financial plan. We are a true family office for all families.
- We put multiple wealth drivers to work: We don’t rely solely on investment returns to help achieve your goals. We look at your entire financial picture, including taxes, estate, and insurance.
- We put you first: Our advisors don’t sell proprietary investment products and are focused on serving you, not on finding new clients.
Financial Solutions We Offer in New York City & Long Island
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help New York City & Long Island clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide New York City & Long Island residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with New York City & Long Island families like yours to craft tailored plans that help to ensure long-term financial continuity.
Inherited Wealth
Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for New York City & Long Island residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.
IPOs & Liquidity Events
Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future. Learn how we can help demystify the process for you and help avoid a hefty tax bill.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help New York City & Long Island residents design retirement plans that help them achieve their financial goals.
Special Needs
Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in New York City & Long Island.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the New York City & Long Island community and specializes in areas relevant to local residents.
I help families through life’s financial decisions, whether that’s saving for college, developing an estate plan, or planning for retirement. I am committed to helping them achieve Economic Freedom™ and strive to do what is in their best interest.
Our cohesive in-house team approach empowers me to integrate all aspects of clients’ financial lives. By connecting the dots across investment management, tax strategies, estate planning and beyond, I help remove stress around big decisions.
As a local advisor, my mission is to empower the members of our community with financial strategies that resonate with their aspirations, ensuring they feel supported every step of the way.
Every family’s journey is different. I help clients make smart, confident financial decisions—saving for college, planning for retirement, and shaping an estate plan that reflects what matters most. At the core of my work is a commitment to their best interests and to achieving Economic Freedom™.
Life can be complex and chaotic. By providing my clients with a process and road map for achieving and maintaining Economic Freedom™, I can help them reduce any stress and anxiety they have around their finances so they can live their best lives.
As a first-generation son to immigrant parents, I learned firsthand the power of hard work. Mercer Advisors provides me with the tools to help ensure my clients’ financial lives are well-planned and meet their evolving needs.