Financial Advisors in Ann Arbor, Michigan
Located on the border of the University of Michigan, our Ann Arbor office brings together CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.Speak with an Ann Arbor Advisor
Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a financial advisor in Ann Arbor that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey.
Financial Management to Help Maximize Wealth
Our Ann Arbor financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:
- Retirement planning
- Trusts and estate planning
- Tax planning and return filing
- Insurance analysis
- Long term care / Medicare planning
- Company retirement plans
- Social security optimization
- Tax efficient investing
- Socially responsible investments
- Foundations & non-profits
- Donor advised funds & charitable trusts
- Education / college planning
- Cash flow / budget optimization
Meeting the Financial Needs of the Ann Arbor Community
Our office serves clients who live and work in Ann Arbor and the surrounding areas. From individuals and families to small business owners and those in the medical and dental fields, the diverse nature of our client base means we have the expertise to manage complex financial issues. This includes business transition planning, tax planning, and estate planning.
Meet Your Ann Arbor Team
Sr. Wealth Advisor, Sr. Director
Regional Vice President
Associate Wealth Advisor
Client Service Specialist
Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of: qualitative data, such as telephone and in-person interviews, a review of best practices, service and investing models, and compliance records; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.