Empower Your
Financial Future.
At Attivo Legacy Advisors, we want to empower you to feel confident about your future. Whether you’re an individual starting your financial plan or a corporate owner setting up employee plans, we have the knowledge and expertise to tailor plans to your specific needs. Our commitment is to listen, honor your financial journey, and answer only to your agenda to help get you to the retirement you dream of.
A Legacy
Of Determination.
Frank Mercuri is no stranger to resilience. In childhood, he had a paper route to pay for his own sports fees, building resilience and determination in his spirit. After high school, Frank joined the Army, where he became an air assault instructor and was one of the youngest in his field. Early in his career, Frank dove into real estate but later got hired at a financial advisory firm, where he worked his way up, gaining knowledge and skills in the industry. Eventually, Frank gained experience working for different big box firms but realized the limitations they put on his client’s specific needs for retirement.
Frank knew that to serve his clients best, he would have to be independent, and he set out to launch his firm. With a spirit of fortitude and steadfastness, Frank bought his first practice from his mentor, who had taught him well. Attivo Legacy Advisors was built with grit and persistence as part of Frank’s own legacy. Frank didn’t let a difficult childhood define him; he let it pave the way to a successful future. A big part of the Legacy of Attivo Legacy Advisors is the drive to help others: Frank’s community, family, and employees.
Now, with over two decades of experience, Frank and his team are qualified to help you reach a solid and dependable retirement and live your dream life. The team at Attivo Legacy Advisors is highly knowledgeable about pensions, which makes them excellent advisors for teachers, government members, and hospital employees. Whether you are an individual or corporation building plans for your employees, we have the skills to help guide you to the retirement you envision.
Frank Mercuri III
Chief Investment Officer
“Attivo Legacy Advisors was built with grit and persistence as part of Frank’s own legacy.”
Holistic Financial
Empowerment.
At Attivo Legacy Advisors, we prioritize preserving your lifestyle while helping maximize wealth for future generations. Our team specializes in using various tools designed to provide maximum benefit while simplifying concepts so they are easy to understand. Our holistic approach allows us to focus on comprehensive investment strategies while alleviating unnecessary risk so you can venture into retirement with the confidence you need to pursue your dreams.
Finding The Freedom
You Deserve.
As independent advisors, we can adapt our plans to each client’s unique needs, helping maximize your assets in retirement. Our team specializes in pensions, tax and wealth strategies, asset protection, estate planning, and high net worth investment planning, all focused on helping you get to your dream retirement. At Attivo Legacy Advisors, our mission is to help give you the freedom in retirement you have worked your whole life for.