Doug’s personal journey in finance began when he went to work for his father’s investment publishing firm as a research analyst. The mission of their publication was to educate readers about no-load mutual funds. Doug moved from research and editorial, to marketing and ultimately to public speaking and radio - where he found his passion for educating others about money. This is where Doug’s positive attitude, and individualized approach toward each investor, combined with his contagious enthusiasm has helped and motivated scores of individuals to set a plan in place to reach out to achieve their unique financial goals.
During his tenure in radio, Doug also working with individuals and families as their wealth manager through his company Fabian Wealth Strategies. In 2017, Mercer Advisors asked Doug to join their firm and develop a new podcast called The Science of Economic Freedom. This opportunity to work with the talented professionals at Mercer Advisors and host this podcast is Doug’s dream job.
Donald Calcagni, CFP®, MST
Jeremiah H. Barlow, JD
Mercer Advisors, the technical experts behind the Science of Economic Freedom podcast, provides high net worth investors with a complete continuum of services: financial planning, investment management, tax planning and return preparation, corporate trustee, and estate planning. As the think tank for The Science of Economic Freedom, Mercer Advisors takes a comprehensive wealth management approach that integrates investment science, planning wisdom, and individualized goal setting. It is then that wealth strategies can evolve in step with life.
Mercer Advisors believes individuals have the most to gain by looking at their financial lives holistically. Through a dedicated and trusted relationship, they are able to hone in on individualized objectives and craft opportunities that meet them. Mercer Advisors’ wealth management philosophy synchronizes advice, services, and coaching with life in order to establish, maintain, and extend an enduring legacy of growth.