Traverse City, MI Office
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Mercer Global Advisors Inc.
Enterprise
Firm-wide stats for Mercer Global Advisors Inc.
About
Mercer Global Advisors serves individuals and families as well as small business owners, plan sponsors, foundations, non-profits, and endowments, providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement and estate planning and family office services. The firm delivers retirement plan consulting, charitable and non-profit advisory, and other specialized services through client agreements and custodial/clearing arrangements.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing. Portfolios are implemented using a mix of low-cost ETFs and index funds, separate account managers, direct indexing, and, where suitable, interval and private funds via platforms such as Orion; Mercer also offers packaged programs (Market Series, Multifactor Series, Income Series) and tax-management options.
Mercer publishes client education content and audio programming (podcasts) and runs firm-wide events and initiatives (for example, an InvestHERs summit sponsored by Dimensional Fund Advisors and internal Academies/National Symposiums), a capability that is less common among large enterprise advisers. The firm also integrates affiliated service lines and platforms — including Mercer Advisors Tax Services (MATS), Mercer Advisors Private Asset Management and the Aspen Partners private‑fund platform, affiliated insurance and broker‑dealer entities, an attorney‑led estate planning option (ASLG), and a Wellthy caregiving concierge offering for qualifying clients — and runs an active acquisition strategy to onboard advisor teams and legacy client programs.
Based on Mercer Global Advisors Inc.
Expertise
Based on Mercer Global Advisors Inc.
Demographic focus
Based on Mercer Global Advisors Inc.
Location
310 West Front Street, Suite 308
Traverse City MI 49684
Advisors at this office
3
Advisors at this office
Matthew B
Series 65
Traverse City, MI
Mercer Global Advisors Inc.
Matthew Bohrer is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. He holds a Series 65 designation and has worked at Mercer Global Advisors since 2019, following a 22-year tenure at Financial & Investment Management Group. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified portfolios with multi-factor tilts and tax management, using a range of investment vehicles and third-party platforms.
Kevin R
CFP®
Traverse City, MI
Mercer Global Advisors Inc.
Kevin Russell is a CFP® professional with 16 years of industry experience. He is currently with Mercer Global Advisors Inc. and has worked at Financial & Investment Management Group Ltd since 2002. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor strategies implemented through a combination of low-cost funds, separate account managers, and specialized programs.
Renee E
CFP®, Series 63, Series 65
Traverse City, MI
Mercer Global Advisors Inc.
Renee Egelski is a CFP® professional with 15 years of experience in financial advising. She has worked at Mercer Global Advisors Inc. since 2018 and has also been affiliated with Financial & Investment Management Group Ltd since 2006. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.
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