Mercurio Wealth Advisors
Mercurio Wealth Advisors is a financial advising firm serving Louisville and the Kentuckiana area. Founded in 2000, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
It’s important to have a trusted professional
We understand how important it is for you to be able to trust your financial professional. It’s important to have a trusted professional you can count on to provide you with accurate and helpful information.
Mercurio Wealth Advisors can be that professional you trust. We are experienced, responsive and understand your need for integrity and transparency.
Everyone’s situation and goals are different
Each financial product is designed for a precise purpose and a specific place in your retirement planning. Everyone’s situation and goals are different, and some financial products may not be right for you. Without a complete review of your personal circumstances, risk tolerance, income needs, tax situation, long-term care needs and estate and charitable desires, how can you or anyone else have an informed opinion on whether a specific product is right for you? Discovering your true desires and needs should be your first step to building a solid plan, not choosing products based on what others have historically used. Discover, build and then choose your the products that will help you meet your goals.
Our Complete Planning Review is a great way of helping you get a handle on your true needs and desires and determining if your current financial strategies match up with your situation, concerns and goals.
Plan for financial independence
To schedule a time to discuss your financial future contact us by filling out the form below or calling us at (502) 253-9366 today!