Financial Advisors in Traverse City
Located in downtown, 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.SPEAK WITH A TRAVERSE CITY ADVISOR
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 Traverse City 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 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
Meeting the Financial Needs of Traverse City and Beyond
Our office serves clients in Traverse City, Northern, and Western Michigan. Our team has a focused expertise in using investment selection and financial planning to create tax planning strategies. In addition, our comprehensive estate planning services provide the structure to document your intentions, provide lifetime asset protection, and assure your legacy accomplishes your goals. We are committed to you, to our philosophy, and to ensuring you get the right strategy, plan, and attention according to your unique needs.
Meet Your Traverse City Team
Sr. Wealth Advisor, Sr. Director
Client Service Specialist
Matthew R. Bohrer
Wealth Advisor, Director
Regional Vice President
Associate Financial Planner
Client Service Specialist
2019 Barron’s, Advisors who wish to be ranked fill out a 102-question survey about their practice. We verify that data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice.
2019 Private Asset Management (PAM), Mercer Advisors was awarded the Best Private Wealth Manager for firms with over $5 billion dollars in assets under management. Mercer Advisors was selected as the winner from among eight shortlisted entrants. The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually. Candidates are invited to submit responses in several categories to demonstrate developments to their business model, financial progress in business performance and service offerings. Selection is determined by growth in clients and employees, client satisfaction, and product Innovation over the course of the previous year. Winners are determined by an independent panel of industry experts and the PAM editorial team. For more information on Private Asset Management (PAM), visit fundintelligence.global.
Investor.com – The 94 financial advisory firms listed were selected using a rigorous Trust algorithm, which sorts through 23 million data points from the SEC, FINRA and manual compilations regularly. The qualifiers for the 2020 Firms to Watch are firms that hold fiduciary status, have a secure website, have a fee-only model, do not have common conflicts of interest, do not have a 12b1 conflict and wrapped up 2019 with clean disciplinary records. It is important to note that the list is not based on how many years these advisory firms have been registered or their total assets under management (AUM).