Our Philosophy

Your financial freedom is our mission.

We help take the worry out of financial  planning and money management.

Whether you are building assets for the future, or seeking to protect and pass on what you already have …

Whether you enjoy spending your time with investments and philanthropy, or prefer to travel or engage in your hobbies …

… Sound, professional advice can shed the right kind of light on your path.

Mercer Putney Financial Advisors gives you personal guidance with a unique and collaborative approach. We start with your dreams. We listen to your financial concerns and take the time to understand what matters to you and your family. We then create the plan designed to help you realize your goals, and work steadfastly, over time, as your trusted financial advisor to aim to ensure the best outcomes.

Whether it’s growing your business, planning for retirement, traveling the world or leaving your legacy, we’ll be at your side, providing advice and insights every step of the way, helping you work toward the life you’ve always wanted.