With offices across the state, Mercer Advisors is proud to call Michigan home.
We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Meet the Michigan Team
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Stronger Together
Mercer Advisors understands the importance of joining forces with impressive local advisory firms. Together, we can provide clients with a greater breadth and depth of services and value—and, most importantly, keep our promises to them.
We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.
Michigan Offices Fast Facts & Specialties
- Service over sales: Your advisors will be focused on you, not on finding new clients. (We have a separate team for that.)
- Institutional-grade investing: Our approach is modeled after the best practices of the world’s largest institutional investors, including a science-based approach and access to private markets for those who qualify.
- Specialty services: You’ll have access to financial guidance for all the important areas of your life, including retirement, family and health, profession and work, unique assets, and more.
Financial Solutions We Offer in Michigan
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Michigan clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Michigan residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Michigan families like yours to craft tailored plans that help to ensure long-term financial continuity.
Inherited Wealth
Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for Michigan residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.
IPOs & Liquidity Events
Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future. Learn how we can help demystify the process for you and help avoid a hefty tax bill.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Michigan residents design retirement plans that help them achieve their financial goals.
Special Needs
Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in Michigan.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Michigan community and specializes in areas relevant to local residents.
A goal without a plan is just a wish. My mission is to work with you to turn your wishes and dreams into a concrete, actionable plan for the future. Joining Mercer Advisors has allowed our team to bring the full family office experience to each client and family.
At the heart of my practice is a simple yet powerful mission — to provide more clarity and less stress, so you can focus on living richly.
I have always looked at financial planning like a road trip. I want to learn about all about the places and events we are hoping to see, prioritize what parts of the trip are the most important, and then optimize the route to get there.
One of my favorite things to hear is my client taking a deep breath followed by words of gratefulness that they can retire or that they are going to be okay financially. The fear of not having enough is not uncommon; it can be very beneficial to have a plan which provides the roadmap needed for financial success!
From CPA to CFP, I’ve built my career on a passion for helping clients achieve lifelong financial clarity. After 25 years in public accounting, I transitioned into comprehensive wealth planning to focus on the bigger picture—guiding individuals and families through every stage of their financial journey.