Talk to Livonia Financial Advisor
Financial Advisors in Livonia
Located along the I-275 corridor, 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.
39209 Six Mile Road
Suite 210
Livonia, Michigan 48152
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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 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.
Financial Management to Help Maximize Wealth
Our Livonia 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 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 Team
Paul Barlow
Regional Vice President
Lucas Schwaller
Regional Vice President
Tracey Turko
Sr. Wealth Advisor, Sr. Director
Matthew R. Bohrer
Wealth Advisor, Director
Steven J. Deceuninck
Wealth Advisor
Kevin Russell
Wealth Advisor
Renée Egelski
Wealth Advisor
John Carney
Wealth Advisor
Michael Snider
Associate Wealth Advisor
George Herr
Associate Financial Planner
Meagan Blazier
Client Service Specialist
Alexis Scott
Client Service Specialist
Brittany Benvenuto
Client Service Specialist
Becky Leslie
Client Service Specialist
Merideth Gillis
Client Service Specialist