Ray Mignone & Associates Inc. is now part of Mercer Advisors
At Ray Mignone & Associates, we won’t sell you anything, we don’t accept referral fees or commissions. We provide investment management advice and work as a fiduciary Fee Only Financial Planner for our clients.
We are fee only personal financial advisors who offer independent objective financial planning and investment management services to individuals nationally.
Ray Mignone, CFP® has been a Certified Financial Planner for over 20 years helping individuals make smarter decisions with their money. Why not put this experience to work helping your family achieve your life’s goals? In the area of investment advice there is plenty of information available, but very little professional wisdom. Therefore you should let our wisdom help you because competently managing your money is important.
Please take a look around our site, then give us a call so we explain how an experienced, unbiased personal Fee Only Financial Planner can help you optimize your wealth and achieve financial success.
We Can Help You
Finding the right financial advisor can make a big difference to your financial future. We are easy to work with and you will work with only very highly experienced professionals that care about your unique family situation.
When you work with us you receive a very personalized service that only a small boutique, family owned firm can provide. Hence the advice given to you is consequently better for you and most of all you have a better chance of achieving your goals.
You will benefit from our detailed planning knowledge and experience, especially with, 401k to IRA rollovers, retirement and estate planning.
Our Risk Controlled Investment Strategies will help you grow your wealth while letting you sleep better at night.
Fee Only Financial Planner
Choosing to work with us is a smart decision; please give us a call so you can find out for yourself.
Personal Wealth Management
Optimize your wealth with proven strategies that combine financial planning and investment management.
- Detailed retirement & financial planning
- 401k to IRA Rollover specialists
- Estate & tax planning
- Sleep better with Risk Controlled Portfolios
- Strategic portfolio management
- Tax smart investment strategies
- Portfolios customized for each client