Meet Rick
Rick is a Sr. Wealth Advisor based in Hunt Valley, Maryland. He joined Mercer Advisors in 2025 through the acquisition of Tufton Capital Management, LLC, where he was Portfolio Manager and a client advisor for more than 10 years. Rick earned a MBA from Loyola University Maryland and a B.S. degree in accounting from Towson University. He is a a Chartered Financial Analyst®.
Rick’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, Rick has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- 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
His working style
Rick is known for his thoughtful questions, calm demeanor, work ethic and ability to explain complex decisions. He enjoys listening to his clients and building long-term partnerships. Rick’s a good fit for you if you want a steady hand and collaboration through major financial decisions.
Rick in real life
What keeps you busy outside of work?
Most of my free time is spent with my wife and young son. I enjoy my time with good friends and food.
Favorite thing about where you live?
I enjoy living in Baltimore, Maryland, because of the city’s deep history, diverse culture, and quirkiness.
How do you give back?
Our family supports many nonprofits that focus on animal causes. We recently adopted a rescue dog from foster care.
Ready to learn more?
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