Meet Mike
Mike is a Sr. Wealth Advisor based in Allentown, Pennsylvania. He joined Mercer Advisors in 2023 through the acquisition of Andesa Financial Management which he founded, built, and ran for 14 years. Prior to Andesa, he was a Sr. Vice President at Wachovia for nearly seven years. Mike earned a B.A. degree in religion from Bucknell University. Mike is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Consultant®.
Mike’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, Mike has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Life changes after the loss of a spouse, from estate transitions to 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
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
His working style
Mike is a strong communicator, focused on developing long-term relationships to help distill complex circumstances and answer the salient questions.
Mike in real life
What makes you tick?
My faith.
Any words you try to live by?
“Stewardship, partnership, and service.”
Favorite thing about where you live?
The Lehigh Valley in Pennsylvania is still a hidden gem while being within two hours of the shore, the mountains, Philadelphia, and New York City!
Meet Mike’s Teammates
Madeline Bradley
Sr. Client Service Specialist
What Mike Says
Madi executes with care and dedication to clients, taking all the various actions needed for seamlessness and low stress.
Kelly Albert
Wealth Advisor
What Mike Says
Partnering with Kelly to the benefit of clients is a true pleasure.
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