3500 Quakerbridge Road,
LPL Outlook 2024 - A Turning Point
LPL Research’s Outlook 2024: A Turning Point delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2024.
101 Ways Advisors Add Value
In every aspect of your financial journey, we aim to create meaningful value.
Process Driven Solutions
Our financial planning process is executed through a methodical and process driven approach.
Mercer Wealth Management, LLC was founded in with the purpose of offering customized financial guidance to individuals, families, and small business owners. Employing a comprehensive and repeatable planning process, we collaborate closely with you to craft a personalized investment strategy aligned with your specific needs and aspirations. Our aim is to deliver the personalized service characteristic of a small firm, while providing access to independent investment options, advanced risk analysis, financial planning tools, and high-quality research.
Our clients span various life stages, including employees preparing for retirement, adult children navigating decisions about their parents' future care, and business owners seeking effective company retirement plan solutions. Irrespective of your circumstances, we believe that implementing a well-structured framework can enhance your confidence in making crucial financial decisions aligned with your goals.
A solid foundation of sound financial habits create opportunities for a lifetime.
Individualized financial plans and investment strategies ensure that your goals are always in focus.
Executing your retirement plan, funding expenses, and wealth transfer planning require close attention to detail.
Harold V. Laudien, AAMS™, CRPC®
CEO & Wealth Advisor
Associate Wealth Advisor
Client Services Coordinator
Marketing & Design Coordinator