Meet Bernie
Bernie is a Sr. Wealth Advisor based in Fairport, New York. He joined Mercer Advisors in 2021 through the acquisition of Mirsky Financial Management, Inc. where he was Executive Vice President. Prior, Bernie was a law partner at Salamone & Salamone and a tax associate at Price Waterhouse. He began his financial services career in 2001. Bernie holds a J.D. from the State University of New York at Buffalo and has been a practicing attorney since 1992. He earned a B.A. degree in economics and a MBA in finance and accounting from the University of Rochester. Additionally, he is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER® professional.
Bernie’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, Bernie has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- Advising physicians with insurance, debt, and investment strategies
His working style
Bernie’s working style is focused, detail‑oriented, and grounded in a calm, steady presence. He prioritizes building long‑term relationships and approaches each client interaction with care and intention. Bernard is committed to providing advice that aligns with clients’ best interests, helping them move forward with confidence and trust.
Bernie in real life
What keeps you busy outside of work?
Pickleball, fitness classes, and spending time with family.
Any words you try to live by?
Always do the right thing.
Why do you like working at Mercer Advisors?
Working with great people at Mercer Advisors who help me provide great service for clients.
Meet Bernie’s Teammates
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