Meet Geoff
Geoff is a Sr. Wealth Advisor based in Radnor, Pennsylvania. He joined Mercer Advisors in 2019 after serving at Prudential Financial and Lakeland Bank. Geoff started his career in financial services in 1994 at JPMorgan Chase Wealth Management and served 22 years, advancing to Private Client Advisor. Inspired by his mom, who worked hard and helped others but struggled financially, Geoffrey is driven to make a difference in his clients’ lives and help them achieve greater financial security. Geoff earned a B.S. degree and a MBA in finance from University of Delaware. He is also a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Association.
Geoff’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, Geoff has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- Guiding clients through living in retirement with steady income and smart planning
- Helping dentists balance personal wealth goals with the demands of running a practice
- Evaluating voluntary retirement programs with strategies that turn offers into opportunities
His working style
Geoff is known for being detail-oriented and having the ability to simplify complex decisions. He loves building long-term partnerships grounded in trust and transparency. Geoff can provide calm and steady collaborative advice throughout your life.
Geoff in real life
What makes you tick?
I grew up as the youngest of five boys to a single mom who instilled in me hard work and care for others.
Favorite thing about where you live?
I enjoy cheering on the Philadelphia Eagles and spending time at Delaware beaches.
Why do you like working at Mercer Advisors?
Mercer Advisors allows me to meet clients where they are and to serve them transparently in their best interest. I love the collaborative network of advisors and specialists I can call on who make me better as we work together than I could be individually serving clients.
Geoff’s snapshots
Meet Geoff’s Teammates
Sarah Stilley
Estate Planning Strategist
What Geoff Says
Sarah is extremely knowledgeable about estate planning and helps clients navigate the intricacies of this very important planning need. Her energetic and caring nature enhances the knowledge she provides and makes her a pleasure to work with.
Bryan Strike
Director, Financial Planning
What Geoff Says
Bryan brings a thoughtful and thorough approach to financial planning. As one of our most senior planners, he keeps myself and my colleagues up to date on the myriad of changes that happen within the various financial planning components. This allows me to deliver the most up to date strategy and recommendations to clients in a straightforward simple way.
Mario Tamasi
Sr. Manager, Tax Services
What Geoff Says
Mario is one of our leading tax experts and brings a caring and energetic persona to help me and our clients proactively address their tax planning needs. His knowledge is invaluable to me and our clients.
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