Alicia Chiamulera

Meet Alicia

Alicia is a Wealth Advisor based in Portland, Maine. She joined Mercer Advisors in 2026 through the acquisition of Charter Oak Capital Management, where she was Sr. Financial Advisor and served eight years. She began her wealth management career in 2014 at Windhaven Investment Management. Alicia is a CERTIFIED FINANCIAL PLANNER® professional and earned a B.A. degree in political science from the University of Maine. Alicia thrives at the intersection of complex financial strategy and trusted partnership, finding fulfillment in helping clients feel secure and confident about their financial future.

Alicia’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Alicia has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
Multi-generational planning that aligns with your values and minimizes tax impact
Life changes after the loss of a spouse, from estate transitions to long-term planning
Complexities of inherited wealth, from taxes to legacy
Aligning portfolios with purpose for clients pursuing values-based investing

Her working style

Alicia’s working style is grounded in calm analysis and thoughtful planning. She brings a deliberate approach to financial strategy, breaking down complex decisions into clear, manageable steps. By prioritizing transparency and open communication, she fosters strong client relationships and serves as a resource throught the planning process, helping clients make informed decisions as they prepare for the future and navigating the unexpected.

Alicia in real life

What keeps you busy outside of work?

Outside of work, I’m fully booked managing a tiny, high-energy start-up consisting of my husband and our three young kids. There’s zero downtime, but the benefits are amazing.

Any words you try to live by?

“You cannot direct the wind, but you can adjust the sails.” — Dolly Parton

Favorite thing about where you live?

Living in Portland, Maine, allows for plenty of adventure time, both on the water and in the woods, with world-class restaurants just minutes away. If you come visit, we’re doing a good old-fashioned lobster bake.

Career highlights

Joined Mercer Advisors through the acquisition of Charter Oak Capital Management
Served as Sr. Financial Advisor at Charter Oak Capital Management for eight years
Served as Associate Advisor at O’Brien Wealth Partners for two years
Served as Client Service Specialist at Windhaven Investment Management for two years

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