Financial Advisors in Traverse City, Michigan

Located in downtown, our Traverse City office brings together CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

111 Cass Street
Traverse City, Michigan 49684

231.929.4500
Hours: 8AM - 5PM, Monday - Friday

Speak with a Traverse City Advisor


Visit Us

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 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.

 

Solutions to Help Maximize Your Wealth

We specialize in helping individuals, families, 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 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

Lucas Schwaller

Lucas Schwaller

Regional Vice President

Kevin Russell

Kevin Russell

Client Advisor

Becky Leslie

Becky Leslie

Client Associate

Renée Egelski

Renée Egelski

Client Advisor

Merideth Gillis

Merideth Gillis

Client Associate

Matthew R. Bohrer

Matthew R. Bohrer

Client Advisor and Regional Director

Awards

Talk to Us.

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).