Mercer Advisors

Welcome to Our Grand Rapids Office

Experienced Financial Advisors in Grand Rapids, MI

Grand Rapids Financial Planning

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.

Matthew R. Bohrer
Matthew R. Bohrer Signature
Matthew R. Bohrer Managing Partner
Grand Rapids
Nick Bond
Nick Bond, CFP®, MBA Sr. Wealth Advisor
Grand Rapids
Scott Williams
Scott Williams, CFP® Sr. Wealth Advisor
Grand Rapids
Ready to get in touch? My team and I are here to help.
Anthony Koehler
Anthony Koehler, CFP®, MBA Regional Vice President
Grand Rapids
Let’s Talk

Grand Rapids

By appointment only

3940 Peninsular Drive SE
Regus, #230
Grand Rapids, Michigan 49546

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Grand Rapids 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 Grand Rapids

Mercer Advisors delivers comprehensive financial guidance designed to address the full complexity of your financial life. Our Grand Rapids team brings together planning, investment management, tax strategy, estate planning, and trust services — working collaboratively to help individuals and families make confident, informed financial decisions.
Financial Planning
Personalized financial planning for Grand Rapids individual clients and families, integration cash flow, retirement goals, education planning, and long-term priorities into one cohesive strategy.
Tax Planning & Preparation
Proactive tax planning and preparation designed to help Grand Rapids residents manage tax exposure while aligning financial decisions with state and federal tax considerations.
Investment Management
Institutional-grade portfolio management tailored to Grand Rapids clients, focused on long-term objectives, risk management, and disciplined investment strategies.
Estate Planning
Thoughtful estate planning support for families, helping structure assets, beneficiaries, and legacy goals within state and federal estate frameworks.
Insurance Solutions
Risk management strategies that help Grand Rapids clients protect income, assets, and family needs through carefully evaluated insurance solutions.
Trustee Services
In-house fiduciary trust services designed to support complex estate plans, multigenerational wealth, and long-term stewardship under state regulations.

Meet Our Talented Advisors

Our team is deeply embedded in the Grand Rapids community and specializes in areas relevant to local residents.

See the full team

Ready to learn more from the Grand Rapids team?

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TRUST WE HAVE EARNED

#1 RIA Firm in 2025 Award - Barron's Top 100 RIAs Ranking

#1 RIA in 2025 Barron’s Top 100 RIAs Ranking

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Mercer Advisors' 2026 Best Overall Financial Advisory Firm for High-Net-Worth Individuals Award issued by The Wall Street Journal Buy Side

Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side

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Mercer Advisors 5 Star Ranking on Newsweek America's Top Financial Advisory Firms 2026

5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026

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Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool

Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool

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Ready to get in touch?
My team and I are here to help.

Anthony Koehler, CFP®, MBA
Regional Vice President, Grand Rapids
Let’s Talk

Already a client?

Please reach out to your Advisory Team directly.