Serving Clients in Louisville since 1986
In the financial services industry it is important to choose someone
who has the established credibility and specialized knowledge to help manage your wealth.
Mercurio Wealth Advisors is a family-owned and operated business, founded by
Alan Mercurio, who has been working as a financial
advisor in the Louisville area since 1986.
The people at Mercurio Wealth Advisors are down-to-earth, upbeat, and energetic. We use long-range vision to help you increase your potential net worth, and help reduce your taxes.
Mercurio Wealth Advisors works with a number of financial and legal professionals to provide the most comprehensive level of service, based on your needs. Our sister company, Mercurio Tax Advisors, provides tax planning and preparation services - under the same roof - for your convenience.
We are proud to be an active member and supporter of the National Ethics Board, Financial Planning Association, Greater Louisville Inc., and the Jeffersontown Chamber of Commerce.
We are committed to helping you Plan Your Tomorrows...Today.
Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor