Mercer Advisors - Green Bay

Business Information
Mercer Advisors’ Green Bay team, serving clients since 1989, blends local expertise with personalized service. With deep community ties, including a Packer Board member and an Ashwaubenon High School graduate, they specialize in working with families, retirees, and business owners, offering tailored financial guidance.
Deep experience working with: Families, retirees, and business owners, especially those involved with the Wisconsin Retirement Systems pension.
Specialized solutions for: Pension, tax planning, business ownership strategies, and wealth transfer planning.
Local expertise: Our team includes a member of the Packer Board serving on their Audit Committee and a graduate of Ashwaubenon High School, highlighting our deep roots in the community.



Services:
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services

Specialties:
Retirement Planning, Living in Retirement, Relocating in Retirement, Divorcing or Divorced, Chronic Health Conditions, Dependents with Special Needs, Dual Career Families, Inherited Wealth, Business Owners, Corporate Executives, Physicians, Dentists, Federal Employees, Women - Primary Breadwinners, Women - Business Owners, Women - Widows, Selling Your Business, Switching Careers, IPOs & Recapitalization, Concentrated Stock, Family Businesses, Pro Athletes, Professional Investors, Generational Wealth Stewards

Established:
1985