NY · Lake Placid

Fiduciary advisors in Lake Placid, NY

1 advisor with offices in Lake Placid. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Lake Placid

Mercer Advisors - Lake Placid

Fiduciary

Lake Placid, New York

Independent RIA

Wealth Management

Mercer Advisors' Lake Placid office is an independent registered investment adviser operating under a family office model that integrates financial planning, investment management, tax, estate, and insurance services. The firm serves professionals including C-suite executives, engineers, technology leaders, entrepreneurs, and physicians, with particular expertise in retirement planning, business succession for multi-generational families, concentrated equity positions, and special needs planning. Operating as a fiduciary, the firm combines local market knowledge with resources and specialized personnel from its national platform. The Lake Placid team has been serving clients for 40 years.

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Financial advisors in Lake Placid, New York

Advisors serving Lake Placid specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New York's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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