About Us

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.

Mercadien is 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, 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.