The Mercadien Advantage

At Mercadien, we welcome the opportunity to be your long-term planning advocate, developing customized financial solutions that keep pace with your personal and business goals. After all, that’s just part of how we’ll build a relationship of trust to last a lifetime. We are here to:

        Help analyze your current financial situation
        Effectively help you plan for your future
        Design investment strategies to help you accumulate retirement assets
        Work with pre-retirees and active seniors to create retirement strategies that maximize income and minimize both risk and taxes
        Help business owners structure tax-efficient retirement plans

No matter what your circumstances or how specialized your situation, we have the resources to address your objectives. We also have access to the collective expertise of The Mercadien Group, a full-service accounting and financial services firm with a network of professionals who offer tax, insurance, and estate planning advice.  We can coordinate a full team of experts for you right here at Mercadien – so you can integrate your wealth management needs at a single company working with the broad expertise required to help you attain your financial goals. 

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To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck

Mercadien Asset Management Disclosure