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Wealth Management Solutions - Mercer Advisors
Brand Certified

Mercer Advisors - Ann Arbor

3.8
(4 reviews)

Business Details

2373 Oak Valley Drive, Ann Arbor, MI
48103, United States
(888) 920-1320

About

Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance ConsultantFinancial Planning
At our Ann Arbor office, we're proud to serve individuals, families, and University of Michigan faculty and staff across southeast Michigan and beyond, with comprehensive wealth management tailored to your unique financial goals. Whether you're planning for retirement, coordinating wealth across generations, or navigating a relocation to or from Ann Arbor, our team combines local expertise with the strength of a national firm to guide your financial journey. Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Details

  • Online appointmentsAvailable
  • RestroomAvailable
  • Onsite servicesAvailable
  • Wheelchair accessible entranceAvailable

Location

Mercer Advisors - Ann Arbor
2373 Oak Valley Drive, Ann Arbor, MI
48103, United States

Hours

Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

Reviews

3.8
4 reviews
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2
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1
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0
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1 star
1
  • MS
    Mark Schick
    Jun 4, 2025
    1.0
    Overall a very bad experience from a greedy advisor who prioritized his interest over that of his clients. Use caution when dealing with Mercer Advisors.

Brand Certified Facts from Mercer Advisors - Ann Arbor

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