Talk to Livonia Financial Advisor
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
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.
Our Livonia financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:
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.
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