Our Story & Values

Your success is our success, and we are dedicated to empowering you on the path to financial well-being.

Our journey began with a simple yet powerful idea – to create a client-focused firm that goes beyond traditional financial services. Founded on the values of trust, transparency, and dedication, we’ve had the privilege of making a real difference in the lives of individuals and families throughout Kentucky. Our mission is to guide you through a personalized financial planning process, providing clarity on your unique goals and helping you invest with purpose.

Introducing Mercurio Walker Financial Advisors of Louisville

We’re excited to share an important update about our firm. After spending many years serving the Louisville community as Wealthcare Investments & Insurance, we’ve learned something time and time again from the people we work with: our clients connect most strongly with us—our team behind the name. In fact, most of our clientele know us more familiarly by our personal  names than by our firm name.

With that in mind, we are proud to introduce our new name: Mercurio Walker Financial Advisors of Louisville.

This refreshed brand highlights the people who have been here since the beginning and have established trust with our clients while also reflecting the long-standing relationships we’ve built in this community. Our new name doesn’t mean we’re changing who we are, but instead more accurately represents exactly who we are.

Meet the Team

Behind Mercurio Walker is a team of dedicated professionals who are passionate about helping you achieve financial success. Our diverse backgrounds and expertise converge to provide a holistic approach to financial planning. Meet Our Team and discover the people committed to making your goals a reality.

Mark Mercurio

Co-Owner
Life & Annuity Insurance Agent

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R. Scott Walker

Co-Owner
Investment Advisor Representative

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Butch Pulliam

Outreach Specialist

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Calinda Young

Life, Health & Disability Specialist

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Dacia Grimes CPA

Grimes and Associates Pronouns she/her

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Cathy Walker

Office Assistant

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Monique

Mark and Scott really took the time to find out about my current situation and were not just trying to “sell” me something. They will definitely be my first choice!

Cynthia

Mark was a wealth of information, help for me today. He was very kind, helpful and patient, making things easy to understand. He was able to put me on the right path for my financial needs today . Highly recommend.

Mike

Love Mark and Scott. They are patient… Boy are they patient! Helpful and I feel like they have my best interest in mind. Always get back with me quickly and have great trust in them.

Donald

Mark Mecurio and Scott Walker have been our advisors since 2018 and we have never regretted our decision. They have definitely earned our trust and have been very personable in all our meetings with them. We highly recommend!

Cat

There is something truly special about this group of people. Mark, Scott, Butch, Cathy, every single person in that building makes you feel comfortable and welcome and discussions come easy with them. It’s refreshing to sit down with a group of people who are real, and care about your situation just as much as you do (if not more, ha!)

Your Success is Our Success

Money is emotional. Uncontrolled feelings over spending, saving, and investing money cause unwanted stress. It can lead to bad decisions that create more emotion and stress. The money decisions that you make today have a greater impact on your financial future than any other type of risk or opportunity.

No hurry. No hassle. No pressure.

We understand that every financial decision you make is influenced by your personal vision and goals. If you’ve experienced challenges in the past, it might be a result of mismatched advice or unclear objectives. Understanding why you do what you do with your money impacts how you spend, save, and invest your money. Having purpose with your money leads to good financial decisions and success in life.

Mercurio Walker Financial Advisors of Louisville is located at 6603 River Road, Prospect, KY 40059.
Advisory services offered through American Capital Management (ACM), located 
at 4222 Grant Line Road, New Albany, IN 47150.
All other products and services offered through Mercurio Walker Financial Advisors of Louisville.