Marguerite L. Mount

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Marguerite L. Mount

CPA, CGMA, PFS
Managing Director & Principal

Business & Financial Consulting, Family Office, Individual Services, International Tax Services, Succession & Exit Planning, Trust & Estate Planning

“Before you understand the numbers, you need to understand the person.”
For Marguerite Mount, empowering her clients around handling their finances is at the heart of her practice. That means demystifying complex financial and tax challenges by being accessible – in her language, conversations and responsiveness. Known for encouraging her clients to ask tough questions, Marguerite always offers honest, thoughtful feedback with intention and care.  Before any decision can be made, Marguerite encourages proper research and due diligence take place to be as prepared as possible about moving forward.

As Managing Director and Chair of Mercadien’s Individual Services Group, Marguerite acts upon her belief that “knowledge and kindness mean everything.” Passionate about helping her clients reach their goals, Marguerite takes great pride in working with families across generations in the areas of strategic, business, tax, and estate planning. A seasoned pro in all aspects of budgeting and tax compliance and law, she brings a practical depth of knowledge and insight to planning for her clients.  Marguerite also has extensive experience in applying international tax treaties to the individual and corporate environment and has advised multi-national taxpayers on a variety of tax and compliance issues.

In addition, Marguerite offers trust and estate administration to her clients. She regularly provides executors and trustees with guidance related to federal and state estate and inheritance tax compliance, fiduciary accounting, income tax compliance and administration.
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Providing good timing and a solid understanding of law and economics, Marguerite helps her clients get better outcomes by being more strategic with their money and assets. As Chair of the Mercadien Foundation, which promotes financial literacy, Marguerite is a strong advocate of educating and informing her community to enhance understanding and prowess in their financial life and beyond. Marguerite also heads Mercadien’s leadership program, supporting and mentoring younger professionals in their career and personal development and integration.

Personal Fact: Marguerite or “Mimi” as she is known among her family, friends and clients, nurtures a creative soul – designing handbags, jewelry and accessories and painting in her spare time. She is also a water enthusiast and loves spending time with her husband, two children and beloved dog.

Insights

Mercadien Launches New Entity, Mercadien Capital Advisors, Offering M&A Advisory & Brokerage Services to Middle-Market Businesses

Posted on
By Isabel
Princeton, NJ & Philadelphia, PA — The Mercadien Group, a prominent financial services firm, proudly announces the launch of Mercadien Capital Advisors, a new company specializing in merger and acquisition…
Read More Mercadien Launches New Entity, Mercadien Capital Advisors, Offering M&A Advisory & Brokerage Services to Middle-Market Businesses

Education

  • Bachelor’s degree and cum laude graduate, Seton Hall University’s W. Paul Stillman School of Business

Accomplishments

  • Recipient of the 2015 Mary Jo Codey Award from the Family Guidance Center for her work advocating for the rights of individuals challenged by a variety of personal and/or family problems
  • Recipient of the 2011 Clara Barton Leadership Award from the American Red Cross
  • Recipient of the 2006 Outstanding Woman of Business Award from the Burlington County Board of Chosen Freeholders and Council of Women
  • Recipient of the 2005 Woman of Distinction Award in the World of Finance from the Girl Scouts of Delaware-Raritan, Inc.
  • Recipient of 2005 Ethel Downing Johnson Memorial Award from the YWCA of Trenton for her commitment to the YWCA’s mission of eliminating racism and empowering women and girls
  • Certified Public Accountant
  • Personal Financial Specialist
  • Chartered Global Management Accountant

Community Involvement

  • American Institute of Certified Public Accountants
  • New Jersey Society of Certified Public Accountants
  • Long-time community volunteer in the greater City of Bordentown, NJ community
  • Chair of The Mercadien Foundation
  • Trustee, Treasurer & Chair of the Finance Committee for the Princeton Area Community Foundation (where she serves on numerous board committees and was named to its Professional Advisory Recognition Society for her role in the community)
  • American Red Cross of Central New Jersey (Former Member & Chairman of the Board of Trustees)
  • Princeton Arts Council (Board Member)