Financial Advisors in Livonia, Michigan

Located along the I-275 corridor, our Livonia office brings together CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

39209 Six Mile Road
Suite 210
Livonia, Michigan 48152

800.444.4143
Hours: 8AM - 5PM, Monday - Friday

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About Us

Mercer Advisors has more than 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 Livonia 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.

 

Solutions to Help Maximize Your Wealth

We 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 Needs of the Livonia Community

Our office serves clients who live and work in Southeastern Metro Detroit 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.

As part of our community involvement, we volunteer with Goodfellas, a student run organization providing essential items to the local community, and we are active in local youth sports. In addition, our team are active members of the local Financial Planning Association.

Meet Your Livonia / Detroit Team

Renée Judycki

Renée Judycki

Client Advisor

Lucas Schwaller

Lucas Schwaller

Regional Vice President

Alexis Scott

Alexis Scott

Client Associate

Michael Snider

Michael Snider

Financial Planner

Tracey Turko

Tracey Turko

Client Advisor and Regional Director

Awards

News

New Legislation Impacts Retirement Planning

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Mercer Advisors Takes ESG to a New Level

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Mercer Boosts Female Leadership with New Hire

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