Our Services

Our Value

As wealth advisors we are down-to-earth, upbeat, and energetic. We use long-range vision to help you plan to increase your potential  net worth, and help reduce your taxes. Our mission is to continue to help you  Plan Your Tomorrows...Today!

How can we help you? Most likely, we can help you in many ways! We realize that your goals and priorities change as you progress through life, and our wealth planning process is designed to change with you.

On a practical level, Mercurio & Associates provides wealth planning services for individuals, couples, families and family trusts. We even advise companies and corporations, often in regard to their retirement plans. We organize and consolidate all of your financial information simplifying your financial life, using our Wealth Management System.

Wealth planning is our purpose, yet that's not all we do. We play an important role in our clients' lives - a role that's both financial and emotional.

We also have fun: we hold annual client events such as trips to Actors Theater and Historic Churchhill Downs for our clients. We hold periodic luncheons, workshops, and Seminars that involve area's of interest to our clients. We're also fond of giving gifts, and sending cards and letters at birthdays, anniversaries and holidays.