Leo Mercer
Financial Consultant
Growing up, I played sports competitively starting from age five and continuing to competing at the Division I level for Swimming at UMBC. I have seen and experienced firsthand the importance of having a coach that is always looking out for your best interest and pushing you every day to be better.
Aligned with Equitable, a global and well-respected firm, we have access to a wealth of resources in investment & insurance solutions. I have the privilege of working with individuals, families and local business owners in creating personalized strategies and implementing solutions to help them take care of what is most important.
My goal when I work with my clients is to ensure that they are taking the right steps financially. In doing so, I make sure that they are not only prepared for whatever the future may hold, but also allowing more time and energy to be spent towards what really matters.
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
Financial
planning1
Wealth
management
Estate planning
strategies
Risk
management
We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.