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Wealth Advisors in Traverse City

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.

310 West Front Street
Suite 308
Traverse City, Michigan 49684

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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 Traverse City 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

Our Traverse City 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

Meet Your Traverse City Team

Tracey Turko

Sr. Wealth Advisor, Sr. Director

Matthew R. Bohrer

Wealth Advisor, Director

Kevin Russell

Wealth Advisor

George Herr

Associate Financial Planner

Becky Leslie

Client Service Specialist

Merideth Gillis

Client Service Specialist

Talk to a Traverse City Wealth Advisor