Mercadien Asset Management, LLC - Financial Planning, Asset & Investment Management, Retirement Planning for Entrepreneurs, Family Planning

Mercadien Asset Management, LLC

Maximizing success for a lifetime
Working with you, not just for you
When it comes to planning and managing your finances, 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 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 long run. 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 to planning. Each strategy we develop and implement – from investment solutions for your working years, to “hatching” your nest egg in retirement, to planning 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 planning advocate. 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 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 resources
No matter what your circumstances or how specialized your situation, we’ve got you covered. The Mercadien Group has a 45-year legacy of offering full-service accounting 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 advisors and counsel, or help you find other professionals that are right for you.
Transcending 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.