Preparation and a Trusted Relationship to Last Your Lifetime

Our mutual goal is to build your wealth. In order to achieve long-term financial success and weather the market’s inevitable ups and downs, you must be comfortable that your investments are coordinated with a plan you’ve helped design.

The real key here isn’t us selling you; it’s about you understanding yourself. We want you to feel you’ve been prudent and thorough, made appropriate decisions, and done everything you can to protect the people you care about and to ensure you don’t run out of money before you run out of heartbeats.

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, consulting, 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.


How Can We Help?


You come to us for financial wellbeing and stay because:

  • We work alongside our clients to help achieve their long-term goals.

  • We ask the right questions to help reduce the risk from blind spots.
  • We analyze rigorously to develop plans that provide peace of mind.

  • We speak plainly; seeking to educate, not complicate.

  • We don’t sell product, we provide tailored advice.



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Mercadien asset management

Mercadien Asset Management, LLC (“Mercadien”) is registered with the U.S. Securities and Exchange Commission (“SEC”) as an Investment Adviser under the U.S. Investment Advisers Act of 1940. Mercadien and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states and/or territories (“states”) in which Mercadien maintains clients. For information pertaining to the registration status of Mercadien, please contact the SEC or the state securities law administrators for those states in which Mercadien maintains a notice filing.

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