Welcome to Mercadien Asset Management

Financial Planning

Ensuring your financial future

You’ve worked hard to accumulate your assets. But managing them can sometimes be an even greater undertaking. As you face the various challenges of preserving and maximizing your wealth, you can count on Mercadien to put its experience and expertise to work for you.

Establishing a plan that’s right for you

What keeps you up at night? Outliving your savings? Diversifying your portfolio? Planning your estate? Selling a business or creating a succession plan? Leaving behind a legacy? You can achieve peace of mind about your financial future - regardless of how much you have in assets. Mercadien Asset Management can help.

Every strategy we create is shaped by an in-depth evaluation of your current and future needs, keeping in mind your complete financial picture. Our areas of expertise span:

Portfolio management
Investment tax planning (in conjunction with Mercadien, P.C.)
Retirement planning
Estate planning
Gift planning
Charitable giving

Going beyond the numbers

As part of our commitment to your financial well-being, we go “beyond the page” to introduce life and financial scenarios you may not have thought about – or hope that you will not have to encounter. But proactively addressing these possibilities can be crucial for creating a realistic financial plan.

From simple matters to circumstances that require complex solutions, we plot a course of action that considers various situations that may arise over the years, such as:

Affording your ideal retirement living lifestyle
Life changing events (marriage, divorce, etc.)
Supporting entrepreneurial pursuits of you or your children
Financing college tuition for children or grandchildren
Moving to a more expensive home
Preserving the inheritance you leave to heirs
Passing along your values with your financial legacy
Establishing a charitable endowment or family foundation

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