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Financial Advisors in Green Bay

Located just off Hwy 43 & Mason St. in the I-43 Business Park, our office together with the entire Mercer Advisors team bring CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

2985 Voyager Dr.
Green Bay, Wisconsin 54311

920.496.7926

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About Us

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 wealth advisor in Green Bay that best fits your needs. Our financial advisors strive to understand your financial situation and guide you on the path to help grow your wealth, attain Economic Freedom™, and succeed in your life journey.

 

Financial Management to Help Maximize Wealth

We specialize in helping individuals, families, 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 Green Bay Community

Our office serves clients who live and work in Green Bay and the surrounding areas. Whether it’s socially responsible investing, the complexity of executive compensation and equity plans, or retirement and tax strategy, our team focuses on what is important to our clients’ lives and the goals they want to achieve. With the many twists and turns our lives take, having families, changing jobs, marital status change, our advisors can help you stay on track to achieve Economic Freedom™.

Meet Your Green Bay Team

Andy Farah

Director

Lindsey Wetzel

Client Service Specialist

Hunter D. Zick

Client Service Specialist

News

Mercer Advisors Acquires AFI Wealth Strategies

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Speak with Financial Advisors in Green Bay