At our Ann Arbor office, we’re proud to serve individuals, families, and University of Michigan faculty and staff across southeast Michigan and beyond, with comprehensive wealth management tailored to your unique financial goals. Whether you’re planning for retirement, coordinating wealth across generations, or navigating a relocation to or from Ann Arbor, our team combines local expertise with the strength of a national firm to guide your financial journey.
Our Ann Arbor team offers 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 in Ann Arbor.
Ann Arbor
Ann Arbor
Ann Arbor
Ann Arbor
Ann Arbor
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Ann Arbor
Ann Arbor
Ann Arbor
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
Deep Experience Working With…
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Ann Arbor families like yours to craft tailored plans that help to ensure long-term financial continuity.
Higher Education
See how we help Ann Arbor faculty, researchers, and administrators align their financial decisions with their goals for retirement, family, and future security.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Ann Arbor residents design retirement plans that help them achieve their financial goals.
Relocating in Retirement
We’ll help guide you through the key priorities for wealth management when relocating to Ann Arbor in retirement. See how our expertise will support you during each step of your relocation, helping to ensure a smooth transition to your new home.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women 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
Frequently Asked Questions
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Yes — at all times, in every advisory relationship. That distinction matters. Some financial professionals act as fiduciaries only in certain accounts or capacities, switching standards depending on the product or service. Mercer Advisors is a registered investment adviser with the SEC and is held to the fiduciary standard on all advisory work, meaning it is legally required to place each client’s interests ahead of its own, provide advice with reasonable care, and disclose material conflicts of interest. When evaluating any advisor, ask when their fiduciary duty applies — not just whether they call themselves a fiduciary.
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Your U-M retirement eligibility is based on your age, years of service, and appointment type. You can estimate your retirement eligibility date using Wolverine Access.
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The Basic Retirement Plan provides a 10% employer contribution when you contribute 5% of your salary, starting after one year of employment. Both your contributions and the University’s contributions are fully vested immediately — no payback required if you change employers.
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The choice between Roth and Traditional contributions depends on your current tax bracket versus your expected tax rate in retirement. Mercer Advisors can help you evaluate both options and plan Roth conversions during early retirement or low-income years.
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You can estimate your retirement eligibility date using Wolverine Access at wolverineaccess.umich.edu. Your eligibility is based on age, years of service, and appointment type.
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Visit hr.umich.edu/benefits-wellness/retirement/retirement-eligibility for detailed information on retirement eligibility and retiree health benefits. Understanding how U-M retiree health benefits integrate with Medicare Parts A, B, and D is crucial for retirement planning.
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Both TIAA and Fidelity are available for your U-M retirement contributions, and you can split between them. The better choice depends on your investment preferences, fund options, fees, and how each provider fits with your overall financial plan.
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Pre-tax contributions reduce your taxable income now, while Roth contributions provide tax-free withdrawals in retirement. Mercer Advisors can evaluate both options based on your current tax bracket, expected retirement income, and opportunities for Roth conversions during early retirement.
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The answer depends on your age, years of service, health benefits eligibility, and retirement income needs. Mercer Advisors can model retirement income scenarios based on your U-M eligibility and service years to help you decide.
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Our Ann Arbor team combines local expertise with the resources of a national fiduciary firm, coordinating financial planning, investment management, tax, estate, and insurance across a unified in-house team — so clients get integrated guidance rather than disconnected advice from separate providers.
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Yes. Clients can meet with our Ann Arbor advisors in person at our Oak Valley Drive office, as well as virtually, based on their preferences.
2373 Oak Valley Drive
Suite 140
Ann Arbor, Michigan 48103