Mercurio Wealth Advisors

Mercurio Wealth Advisors is a financial planning firm in Louisville, KY, located at 9100 Shelbyville Road, Suite 150. The firm provides retirement income strategies, investment planning, legacy planning, healthcare planning, and tax planning for individuals in or nearing retirement. They serve the Kentuckiana community through a holistic approach that emphasizes education and collaborative learning rather than sales.

The firm utilizes the Retirement 360 Gameplan™ process, which begins with a discovery meeting to examine monthly spending, total income sources, savings contributions, and concerns regarding wealth protection or inheritance. During this phase, the firm compiles a Retirement 360 Scorecard™ to perform portfolio stress tests and conduct thorough income and tax analyses. This helps clients determine if they have saved enough, if their income will keep up with inflation, if their risk matches their tolerance, and how taxes will impact their savings. The resulting personalized plan includes an income plan for Social Security and pensions, an investment strategy to support that income, and tax strategies to reduce liabilities. The firm also addresses rising healthcare costs by reviewing Medicare options and analyzing long-term care strategies. To assist with legacy goals, they work with estate planning attorneys to help maximize tax opportunities and protect assets in trust for beneficiaries.

The team includes Alan, who has worked in the insurance industry since 1986 and has been an Investment Adviser Representative since 1997. He is a member of the Financial Planning Association, the National Ethics Bureau, the Better Business Bureau, Greater Louisville, Inc., and the Jeffersontown Chamber of Commerce. Alan hosts the Retirement 360 radio show every Sunday at 11 a.m. on NewsRadio 840 WHAS. Troy joined the firm in 2013 and brings over 18 years of experience in banking, securities, and insurance. He holds a bachelor’s degree in finance from the University of Louisville and passed the Series 65 securities examination. Troy is also an Investment Adviser Representative who focuses on creating detailed plans unique to each client’s goals.

Mercurio Wealth Advisors sits on Shelbyville Road, just a short distance from North Hurstbourne Parkway. The office is located near several local institutions, including Passport Health Louisville Travel Clinic and Northwood University.

BizScoreAI awarded the firm a Content Quality score of 100 out of 100. This excellent rating means the website clearly answers customer questions and describes its pages in a way that AI assistants can quote directly. The firm also achieved a Technical score of 95 out of 100. This excellent result shows the website is technically sound and secure, allowing search engines to read it without errors.

Services:

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