Meet Paul
Paul is a Sr. Wealth Advisor at Mercer Advisors, based in the Allentown, Pennsylvania office. In 2009, he was one of two key owners of Andesa Financial Management, which joined Mercer Advisors in 2023. He began his career as a Financial Advisor at American Express Financial Advisors. Paul holds a bachelor’s degree in economics and political science from Penn State University. He is a Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER® professional.
Paul’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, Paul has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Complexities of inherited wealth, from taxes to legacy
- 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
Paul cuts through the noise to help clients build long-term plans and investment strategies. He strives to embody the notions of stewardship, partnership, and service in his client relationships, and help clients make the right decisions for themselves and their families. Taking a long-term view requires emotional discipline and when markets create uncertainty, he helps keep his clients focused on the big picture.
Paul in real life
How do you give back?
I value giving back to my community. I have been on the board with the Boys & Girls Club of Allentown for 15 years and joined the board of directors for Wildlands Conservancy, a local environmental stewardship and land preservation organization, in 2023. I like to roll up my sleeves, pitch in, and use my business, organization development, and leadership development skills to add value within our community.
What makes you tick?
At my core, I’m a common sense problem solver. I like taking complex topics and simplifying them into action. Our culture today seems to overcomplicate things that have simple answers and oversimplify things that require nuance and complexity. Wisdom is understanding when each apply to a given situation.
What keeps you busy outside of work?
My family keeps me busy and, during the fall, Penn State football! My wife and I have two daughters and keeping up with their activities sometimes feels like a full-time job. But I love investing in them, their activities, schools, and our family more broadly.
Paul’s snapshots
Meet Paul’s Teammates
Donald Calcagni
Chief Investment Officer
What Paul Says
Don is the quintessential example of someone who understands the complexities of our world, but is looking for common sense solutions that help to simplify our clients’ lives. He is also just a phone call or Teams message away and is highly responsive. I appreciate the accessibility of our Chief Investment Officer, as I’m advising my clients.
Jen Montero
Sr. Client Service Specialist
What Paul Says
Jen is my right hand when it comes to servicing and supporting clients. We have worked together for nearly 10 years and know how each other operates and leverage that on behalf of our clients. Her attention to detail and care for the client allows me to focus on providing advice, constructing portfolios, developing action plans, and spending time with my clients. Her role is utterly invaluable.
Articles by Paul
What To Do if You Inherit a House: Financial and Tax Considerations
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