BBB Accredited Business Profile

Mercurio Wealth Advisors

Mercurio Wealth Advisors

(502) 253-9366

Mercurio Wealth Advisors

27 years in business
9100 Shelbyville Rd.,Suite#150
Louisville, KY 40222
Fax Numbers
  • (502) 253-9370
Additional Email Addresses
Additional Website Addresses
BBB File Opened: 09/14/2005
Business Started: 01/01/1990
Type of Entity
Business Management
  • Mr. Donald Alan Mercurio, President
  • Ms. Erica Hodge, Director of Operations
  • Mr. Scott Walker, Controller
Business Category
  • Financial Planning Consultants
  • Investment Advisory Service
  • Investment Securities
  • Retirement Planning Service
  • Financial Services
  • Consultant - Strategic Planning

Alternate Business Names
  • Mercurio & Associates, Inc.
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business



Do you want to reach success with your retirement goals? Mercurio Wealth Advisors can help. The first step to a successful retirement is ensuring all aspects of your life are included in your retirement plan. Tying your investments, income, and estate planning into an all-encompassing place, our end goal is for a happy and stress-free retirement. Our strategic partners allow us to give each of our clients a complete 360-degree view of their retirement plan. By starting with our advisors who have over 40 years of combined experience to help you with your income and investment planning, we ensure that you find success in your future goals.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

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BBB reports on known significant government actions involving the business's marketplace conduct.
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Mercurio Wealth Advisors

Mercurio Wealth Advisors


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