Attivo Legacy Advisors is an independent financial advisory firm focused on helping individuals and business owners prepare for retirement. Led by Chief Investment Officer Frank Mercuri III, the firm draws on more than two decades of experience and emphasizes personalized guidance shaped around each client’s needs and financial journey. Its team has particular expertise in pensions, serving clients such as teachers, government employees, and hospital workers, as well as businesses establishing employee plans.

The firm offers support with retirement planning, investment strategies, tax and wealth strategies, asset protection, estate planning, and investment planning for high-net-worth clients. Its holistic approach aims to preserve clients’ lifestyles, manage unnecessary investment risk, and help them make informed decisions about their assets and future income. Attivo Legacy Advisors also addresses common retirement questions, including Social Security timing, Roth conversions, former-employer 401(k) accounts, and withdrawals from retirement accounts. The firm’s mission centers on service and helping clients pursue a confident, dependable retirement and the future they envision.