Knowledge and Insights

Marguerite L. Mount, CPA, CGMA, managing director of The Mercadien Group and chair of The Mercadien Foundation, presented a workshop, entitled “Securing Your Financial Future,” to parents and other adults affiliated with the Girl Scouts of Central & Southern New Jersey (GSCSNJ), at its Girl Leadership Summit held at Princeton University on November 1, 2014. Ms. Mount’s well-attended seminar, one of eight on the program at the six-hour event, detailed the financial tools available to help individuals navigate life milestones and take command of their financial futures.

Such issues were a major focus of the summit program, which was primarily organized for girl scouts in grades 6 through 12 and based on major tenets, such as developing leadership and positive decision-making skills, espoused by the GSCSNJ, a nonprofit organization headquartered in Cherry Hill and serving 37,000 members in 10 New Jersey counties. Ms. Mount’s presentation addressed the following financial issues: myths versus realities of women’s financial literacy and well-being, money management, paying for college, planning for retirement, creating legacies for families and charitable organizations, and tax planning.

As the leader of Mercadien P.C., CPA’s Individual Services Group, which provides strategic, business, tax and estate planning and family office services to a multitude of clients; as chair of The Mercadien Foundation, which leads major financial literacy initiatives in Mercer County, NJ; and as an active member in and recipient of awards from numerous civic organizations, Ms. Mount is well-versed in financial and community issues.

The Mercadien Group is a family of companies created to serve the diverse and sophisticated needs of clients in a capacity greater than any single organization can offer. Comprised of six distinct entities and over 120 employees, the firm provides accounting, auditing, tax planning and compliance, management consulting, technology, wealth management, outsourcing, and investment banking services. A team of trusted advisors working together in one place, The Mercadien Group shares a broad knowledge base and creates seamless solutions that meet clients’ personal and business objectives .

The Mercadien Foundation is a 501(c)(3) nonprofit organization whose mission is to create philanthropic and innovative programs to benefit the Mercer County community and New Jersey. In honor of The Mercadien Group’s 50th anniversary, it launched a financial literacy initiative, including the Money$peak program. Learn more at Mercadien.com.