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Mercer Advisors

Mercer Advisors



About Us

Freedom to enjoy, freedom from anxiety, freedom to give back. The confidence knowing your lifetime journey is on a path for success – this is what a holistic wealth management plan can do for you.

As a full-service wealth management firm, Mercer Advisors helps you with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services, we have your life journey covered.

Rep/Contact Info

Matt Bohrer
Sarah Carroll
  • Phone: (231) 929-4500
Renee Egelski
Jim Frye
  • Phone: (231) 929-4500
Marsha Grant
  • Phone: (231) 929-4500
Kevin Russell
Suzanne Stepan
Paul Sutherland CFP