Michael W. Johns

Mike collaborates with clients and their families to develop and implement customized financial plans to help achieve their financial goals. Mike is known for his patient, heart-of-a-teacher approach to working with clients. A genuine numbers guy, Mike is well-versed in factor-based investing, Roth conversions, proactive tax planning, advanced estate planning strategies, and special needs situations. He has experience working with corporate trustees and third-party fiduciaries and has worked extensively with retirement plan administrators, including CalPERS, TIAA, and many more. Mike began his career with Merrill Lynch in 1998. Before joining Mercer Advisors in 2018, he was a financial consultant at TIAA in Los Angeles, focused on improving his clients’ economic well-being and retirement readiness. Mike and his wife are native Angelenos and have two beautiful daughters.