We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Ann Arbor
Ann Arbor
Ann Arbor
Ann Arbor
Ann Arbor
Stronger Together
Mercer Advisors understands the importance of joining forces with impressive local advisory firms. Together, we can provide clients with a greater breadth and depth of services and value—and, most importantly, keep our promises to them.
We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.
Ann Arbor Offices Fast Facts & Specialties
- Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
- Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
- We’re proud that nearly half of our client-facing team firm-wide are women.
Financial Solutions We Offer in Ann Arbor
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Ann Arbor community and specializes in areas relevant to local residents.
A goal without a plan is just a wish. My mission is to work with you to turn your wishes and dreams into a concrete, actionable plan for the future. Joining Mercer Advisors has allowed our team to bring the full family office experience to each client and family.
At the heart of my practice is a simple yet powerful mission — to provide more clarity and less stress, so you can focus on living richly.
I have always looked at financial planning like a road trip. I want to learn about all about the places and events we are hoping to see, prioritize what parts of the trip are the most important, and then optimize the route to get there.
One of my favorite things to hear is my client taking a deep breath followed by words of gratefulness that they can retire or that they are going to be okay financially. The fear of not having enough is not uncommon; it can be very beneficial to have a plan which provides the roadmap needed for financial success!
From CPA to CFP, I’ve built my career on a passion for helping clients achieve lifelong financial clarity. After 25 years in public accounting, I transitioned into comprehensive wealth planning to focus on the bigger picture—guiding individuals and families through every stage of their financial journey.
Ready to learn more from the Ann Arbor team?
Let’s TalkTRUST WE HAVE EARNED
#1 RIA in 2025 Barron’s Top 100 RIAs Ranking
Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side
5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026
Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool