Meet Sean
Sean is a Wealth Advisor based in Newark, Delaware. He joined Mercer Advisors in 2023 through the acquisition of Mallard Financial Partners, Inc. Sean grew through the ranks of Mallard Financial Partners, first cultivating and building relationships with clients as a Client Service Associate and then later as an Associate Wealth Advisor for his own clients. Sean began his career in financial services at an early age, working for his father’s independent financial planning practice. Sean is a CERTIFIED FINANCIAL PLANNER® professional and holds a B.S. degree in finance and economics from West Chester University.
Sean’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, Sean 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
- Helping new families shift financial priorities while building a strong foundation for the future
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- Complexities of inherited wealth, from taxes to legacy
His working style
Sean loves to build deep relationships. He strives to be a guide, resource, educator, and “thinking partner” through life’s most complex moments. He is known for his thoughtfulness and care in all that he does.
Sean in real life
What keeps you busy outside of work?
I stay busy with my two beautiful daughters, the outdoors, cooking, and reading.
Favorite thing about where you live?
I love the grit, the (tough) love, the passion, and the compassion of Philadelphia, Pennsylvania.
Any words you try to live by?
“We all have two lives, the second one starts when you realize you only have one.”
Sean’s snapshots
Meet Sean’s Teammates
Tanya Livingston
Sr. Client Service Specialist
What Sean Says
Tanya is routinely my go-to person when I need assistance for a client request. She is proactive, kind, and always helpful. She works extremely hard to deliver a premier customer service experience.
Paul Baumbach
Sr. Wealth Advisor
What Sean Says
Paul is a tremendous resource and mentor; his knowledge is vast and he is always willing to help and provide his expertise and guidance — whether on investment strategy, financial planning, intricate planning, or more.
Susan Lehnerd
Wealth Advisor
What Sean Says
Susan helped me to become the advisor I am today. Her care for her clients, her wealth of experience and knowledge, and her compassion, make her one of my greatest resources. She is always willing to provide her thoughts and analysis on tough and nuanced planning questions.
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