General Info

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.