J. SHEPTOCK, CFP®

Associate Wealth Advisor | Mercer Advisors

What makes Mercer Advisors different? They help clients connect all the dots of their financial life. Because to Mercer Advisors, wealth management is much more than managing a portfolio.

Welcome to a different kind of wealth management. Mercer Advisors’ financial plans are built around a client’s true priorities in life. Helping them focus on the “who,” as well as the “why.” It means the financial plans they create and adapt throughout a client’s life will always be working not just for them, but also for the people they care about.

With Mercer Advisors, clients gain a holistic financial planning partner who can help them protect those who matter most and what they’ve worked so hard to build. Mercer Advisors is there to listen to the “What if?” and “What now?” questions.

So instead of clients doing all the legwork, connecting all the financial dots themselves, Mercer Advisors’ talented advisors are ready to help take that weight off their shoulders.

4905 Hamilton Blvd., Allentown 610.841.5367 merceradvisors.com