Paul Barlow

Regional Vice President

Paul began his financial services career in 1990 with Charles Schwab & Company in Indianapolis at the firm’s first national service center outside of San Francisco. Prior to joining Mercer Advisors, he built his own firm while completing his MBA at Purdue University. In the past 20 years since selling his firm, Paul has guided other firms in building and developing holistic client planning and relationship solutions. Paul applies a client-first, solutions-based approach to his work with individual high-net-worth families. A lifetime runner, Paul and his family participate annually in the St. Jude Marathon Weekend of races to raise awareness and support for the cure of childhood cancer and its impact on patient families. He received his undergraduate degree from Ball State University and holds the FINRA Series 66 license.


600 N. Cleveland Avenue
Suite 140
Westerville, Ohio 43082

Visit Office

Green Bay

2985 Voyager Dr.

Green Bay, Wisconsin 54311

Visit Office


39209 Six Mile Road
Suite 210
Livonia, Michigan 48152

Visit Office

Ready to learn more?