Belisle, Donald

For more than two decades and counting, Mercer Advisors has been proud to call Connecticut home. With a team of local CFA® and CFP® professionals, we provide tailored guidance to a wide range of families and business owners. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. Institutional-grade investing: Our approach is backed by decades of research and market analysis, representing the best practices of today’s institutional investment community. Tax efficiency: Minimizing taxes is essential to protecting your lifestyle and legacy. Proactive tax strategy is an integral part of our process.

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Since 2008, Francis G. Sobieski, CPA, has been assisting family-owned businesses and farms, and their owners, in achieving financial success. Everybodys definition of financial success is different. We help you determine your definition and then help you get there. Our expertise in tax, accounting, technology, and customer service enables us to do this effectively and efficiently. Call us today for more information!