Mercadien Asset Management, LLC - Financial Planning Services
Personal Financial Advisors That Work With You, Not For You
When it comes to financial planning services you need more than an advisor.
You need an advocate – someone who will work with you to understand and
protect your best interests.
Mercadien’s strength is in developing customized financial investment
planning solutions and strategies that keep pace with your personal and business
goals – whether it is for your objectives in the short-term or for the
You’ve worked hard pursuing your financial goals and building up your
wealth. Now is the time to enjoy the fruits of your labor by planning how you’ll
preserve and benefit from your accomplishments for years to come.
Imagine the phases of your life as pieces of a puzzle that fit together to create
a perfect picture. That’s precisely our approach for our financial planning
services. Each strategy we develop and implement – from investment solutions
for your working years, to “hatching” your nest egg in retirement,
to financial planning and investment for the legacy you leave behind –
is designed to create your personal financial roadmap and keep you on the path
to continued success.
We welcome the opportunity to be your long-term personal financial advisors.
When you partner with Mercadien Asset Management, you partner one-on-one with
experienced investment professionals to determine optimal solutions for your
personal lifestyle, as well as your business wealth management needs.
After all, that’s just part of how we’ll build a relationship of
trust and prosperity to last a lifetime.
Offering a Depth and Breadth of Financial Planning and Investment Resources
No matter what your circumstances or how specialized your situation, we’ve
got you covered.
The Mercadien Group has nearly a 50-year legacy of offering full-service accounting
and financial planning services, with extensive, specialized knowledge spanning
the gamut of business and personal financial issues. Every recommendation we
make is backed by the collective experience of the group, not to mention our
access to an even deeper network of professionals with expertise in legal, tax,
insurance, and estate planning.
Leveraging these resources, we can quickly coordinate a full team of experts
right here at Mercadien – so you can unify your wealth management needs
under a single plan, at a single company. Alternatively, we can work closely
with your existing team of personal financial advisors and counsel, or help
you find other professionals that are right for you.
Financial Planning Services That Transcend Financial Value
Our core values are respect, responsibility, integrity, excellence, and creativity.
These have become not only a mission in how we deliver service to you, but a
reputation our clients have come to expect.