Frank Mercuri III – Founder of Attivo Legacy Advisors | Retirement & Pension Planning Specialist
Frank Mercuri III is the founder and principal advisor at Attivo Legacy Advisors, where he brings more than 20 years of hands-on financial planning experience to individuals, families, and organizations preparing for retirement. Known for his integrity, tenacity, and client-first philosophy, Frank built his firm on the belief that financial advice should be both personal and independent—unconstrained by corporate agendas or one-size-fits-all solutions.
Frank’s journey is rooted in resilience. From delivering newspapers as a child to fund his own sports activities, to becoming one of the youngest air assault instructors in the U.S. Army, Frank’s early experiences forged a strong work ethic and an unshakable determination. After serving in the military, he explored real estate before transitioning into financial services, where he quickly ascended through the ranks of large advisory firms.
However, it was in these high-profile positions that Frank saw the limitations imposed by corporate institutions—especially when it came to crafting personalized retirement strategies. Determined to create a firm that prioritized clients over quotas, he launched Attivo Legacy Advisors by purchasing the practice of a trusted mentor who had helped shape his values and expertise.
Under Frank’s leadership, Attivo Legacy Advisors has become a trusted name for comprehensive retirement planning—particularly for public sector professionals. His team has deep experience navigating the intricacies of pension plans, government benefits, and institutional retirement systems, making them a valued resource for teachers, government employees, and healthcare professionals.
Frank is passionate about leaving a legacy—not only for his clients, but also for his family, team, and community. His approach blends technical proficiency with heartfelt service, ensuring that every client is guided toward a future of security and possibility.
Whether you’re an individual seeking clarity on your retirement income or an organization looking to enhance employee benefits, Frank Mercuri III and the Attivo Legacy Advisors team offer the insight and commitment needed to help you build the retirement you’ve always envisioned.
