Lori Bumgart

Meet Lori

Lori is a Wealth Advisor based in Portage, Michigan. She joined Mercer Advisors in 2022 through the acquisition of Sanford Advisory where she was Chief Compliance Officer and helped manage the day-to-day operations. She served at Sanford Advisory for 33 years. Lori earned a B.S. degree in business management. She is a CERTIFIED FINANCIAL PLANNER® professional.

Lori’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Lori has focused experience in these areas:

Multi-generational planning that aligns with your values and minimizes tax impact
Life changes after the loss of a spouse, from estate transitions to long-term planning
Guiding clients through living in retirement with steady income and smart planning
Complexities of inherited wealth, from taxes to legacy
Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities

Her working style

Lori is known for her straight-forward thinking and providing detailed information to help clients make the right decision for them. She enjoys building long-term relationships with clients to help them move through their life journey.