Mercurio Wealth Advisors

Mercurio Wealth Advisors is a financial planner in Louisville, KY, specializing in retirement income strategies for individuals in or nearing retirement. Based at 9100 Shelbyville Road, Suite 150, the firm focuses on creating personalized, long-term financial plans that help clients ensure their retirement income lasts throughout their lifetime. Their services include retirement income planning, investment planning, tax planning, legacy planning, healthcare planning, and coordination with other financial professionals. They serve clients throughout the Louisville area, emphasizing a holistic and educational approach to financial decision-making. The firm’s mission centers on empowering clients through knowledge and strategic planning, helping them transition confidently into retirement.

The firm’s approach is built around the Retirement 360 Gameplan™, a structured, client-centered process that prioritizes education over sales. Advisors work closely with clients to assess their full financial picture, including income sources such as Social Security, inflation, longevity, and spousal planning. The firm emphasizes income sustainability through customized strategies like investment portfolio adjustments, fee reduction, volatility control, and institutional money management. Resources such as a 24-page retirement income checklist and a free toolkit provide clients with actionable insights on housing, healthcare, and long-term care planning. The team, led by Founder and CEO D. Alan Mercurio, brings decades of experience in financial services, with a focus on ethical, client-driven solutions.

Mercurio Wealth Advisors maintains a strong digital presence with a well-optimized website that provides clear, detailed information about services, processes, and resources. Their online content is thorough and consistently structured, making it easy for potential clients to understand their offerings and the firm’s methodology. This clarity and depth contribute to the firm’s visibility and credibility in local searches, particularly within the financial planning category in Louisville.

By combining personalized planning with a commitment to financial literacy, Mercurio Wealth Advisors supports Louisville residents in building retirement strategies that are sustainable, resilient, and aligned with their long-term goals.

Services:

• Healthcare Planning
• Investment Planning
• Legacy Planning
• Retirement Income Planning
• Tax Planning