We exist so that you don’t have to worry about money.
to help amplify and simplify your financial life — and your family’s future.
of planners, investors, accountants, and estate specialists that designs — and executes — your financial plan.
who is focused on serving you, not on finding new clients.
that is tailored specifically for you, and managed by a team of 100+ investment professionals (not just one advisor).
legally obligated to always act in your best interest.
We connect the dots of your financial life by unifying financial planning, investment management, tax, estate, insurance, and more.
We believe in meeting you where you are.
More than 300+ advisors to choose from.
70+ offices, nationwide.
White-glove service, tailored to your needs.
Browse insights and podcasts from our advisors and specialists.
Learn more about the historic shift from tech stocks to small caps, driven by Fed rate expectations and economic data.
Regional Vice President
BKinnie@merceradvisors.com
West Hartford
15 North Main StreetSuite 1000West Hartford, Connecticut 06107
Westport
965 Post Road EastWestport, Connecticut 06880
Woodbridge
1 Bradley RoadSuite 902Woodbridge, Connecticut 06525
July 26, 2024
July 25, 2024
