Mercer Advisors is a full-service wealth management firm, that helps with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services.
AFI Wealth Strategies is a wealth management firm based in Green Bay, Wisconsin, specializing in providing comprehensive financial services to high-net-worth individuals, families, and their businesses. The firm employs a team-based approach to financial planning, which allows for a broader range of expertise compared to traditional single-advisor models. AFI Wealth Strategies offers a variety of services, including financial and business planning, institutional consultation, longevity planning, sustainable investing, and portfolio management. By focusing on wealth strategy creation, the firm aims to help clients optimize their investments and enhance their financial decision-making capabilities.
ET George Investment Management, based in Starkville, Mississippi, specializes in wealth management services tailored to individual clients and business owners. The firm focuses on creating comprehensive financial plans and investment strategies that encompass asset allocation, portfolio management, and risk management. Additionally, it offers services in diversification and personal trust management, aiming to assist clients in making informed investment decisions and effectively managing their finances.
Provider of wealth management services intended for mass affluent and high net worth clients. The company specializes in offering a range of services including asset protection, legacy planning, social security, retirement income management, and 401k rollovers, committed to helping clients meet their financial goals.
Hart Capital Management, Inc. is an employee-owned hedge fund manager based in Spokane, Washington, with an additional office in Coeur d'Alene, Idaho. Founded in 1998, the firm specializes in wealth management and asset management services for individuals, high net worth individuals, pension plans, and corporations. Hart Capital manages separate client-focused equity and fixed income portfolios, primarily investing in public equity and fixed income markets. The firm employs a value investing strategy and conducts in-house research to inform its investment decisions. Additionally, it offers services in investment advisory, charitable giving, retirement, and business planning. The firm is dedicated to providing personalized investment solutions while maintaining flexibility in response to changing market conditions.
Pinnacle Wealth Solutions helps in financial and wealth planning for their clients and families for future plans. Pinnacle Wealth Solutions has been committed to one mission empowering their clients and families to live every day to the fullest while helping them to achieve their dreams of tomorrow. Whether advising on everyday spending, retirement planning, investments, insurance, college savings, or any other financial need, their passion is to provide exemplary care to achieve financial freedom. Pinnacle was founded in 1985 by G. Carl Mahler, Jr., CFP® ("Carl") focusing on delivering comprehensive wealth management services to their high net worth (HNW) clients.
Rowland Carmichael Advisors, Inc. is an investment advisory firm based in Scottsdale, Arizona, established in 1988. The firm provides a range of wealth management services tailored to high net worth individuals, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, and corporations. Its investment strategies include high dividend, balanced, and aggressive growth approaches, focusing on both stocks and bonds. Additionally, Rowland Carmichael Advisors offers estate planning, retirement planning, education planning, investment, and tax planning services. The firm has built a strong reputation for its comprehensive wealth management solutions, particularly in retirement planning for corporate clients. As of January 2021, Rowland Carmichael Advisors operates as a subsidiary of Mercer Global Advisors Inc.
McGee Wealth Management is a wealth management firm located in Portland, Oregon, established in 1975. The firm offers a range of financial advisory services, including business planning, financial consulting, estate planning, investment management, and tax planning. In addition to these core services, McGee Wealth Management specializes in brokerage services and provides support for life events and trust services. With decades of experience, the firm is dedicated to enhancing clients' personal success and quality of life, helping them achieve their financial dreams through tailored strategies and insights. The firm is overseen by an experienced executive management team.
Atlanta Financial Associates specializes in providing comprehensive wealth management services aimed at helping clients achieve financial independence. Their proprietary Financial Independence Together (FIT) process systematically analyzes clients' financial situations and creates tailored roadmaps to enhance their financial wellness. The firm serves a diverse clientele, including families, retirees, physicians, divorcees, executives, business owners, and young professionals. Atlanta Financial Associates offers a range of services, including risk management, tax planning, retirement planning, and investment management, all designed to optimize clients' overall financial picture and support long-term financial goals. Through personalized planning and ongoing advice, the firm guides clients in navigating their financial journeys effectively.
Kays Financial Advisory provides full-time wealth management and comprehensive financial planning services to individuals and families. Kays Financial Advisory has designed our services to grow and protect our clients' wealth by delivering a high level of personalized service and expertise. We exist to help our clients make smart decisions about their money to achieve their financial goals.
M.J. Smith and Associates helps clients create financial and life plans that reflect their unique situations while supporting and celebrating their hopes and goals.
Republic Wealth Advisors, LLC, founded in 2001 and located in Austin, Texas, is a registered investment advisory firm that specializes in providing investment management and wealth management advisory services. The firm offers tailored financial guidance to individuals, families, and institutions, focusing on a fee-only model to ensure transparency and alignment of interests. By emphasizing customizable solutions, Republic Wealth Advisors aims to meet the unique financial needs of its clients, helping them navigate their wealth management journeys effectively.
Adam Financial Associates, Inc., located in Boca Raton, Florida, has been dedicated to providing personalized financial planning and wealth management services for over two decades. The firm caters to a diverse clientele, including individuals, couples, and particularly women, helping them create a secure financial future. Adam Financial Associates offers a range of services, including investment management, insurance, tax strategies, estate planning, and retirement advice. By focusing on customized, fee-only financial solutions, the firm empowers its clients to navigate their financial journeys with confidence and support.
As of August 14, 2019, Regent Wealth Management Group operates as a subsidiary of Mercer Global Advisors Inc.
Physicians Financial Advisors
Acquisition in 2019
Physicians Financial Advisors operates as a boutique RIA. Physicians Financial Advisors provides comprehensive wealth management services to its high net worth, physician focused clientele.
Jackson Financial Management is a prominent wealth management firm dedicated to serving high net worth households across the United States. The company specializes in a range of wealth management services, including investment strategy reviews, investment due diligence, portfolio design, asset allocation, and performance management. By offering tailored financial solutions, Jackson Financial Management aims to help clients achieve their investment goals and effectively manage their wealth.
Dragon Financial Group is a private investment firm located in San Mateo, California, and operates as a subsidiary of Mercer Advisors Inc. The firm specializes in financial planning and investment management services, offering a range of solutions that include wealth management, bookkeeping, investment strategy, insurance services, and tax services. Dragon Financial Group aims to assist entrepreneurs, individuals, and businesses in effectively managing their finances and achieving their short, medium, and long-term financial objectives.
Bell Wealth Management Inc., a subsidiary of Mercer Advisors Inc., is a registered investment adviser that has been serving affluent and high-net-worth clients for over 20 years. The firm offers comprehensive wealth management services, employing a disciplined and academic approach to investment management. This methodology helps clients navigate behavioral and environmental challenges, allowing them to effectively protect, grow, and manage their financial resources. Bell Wealth Management is dedicated to assisting individuals and multi-generational families in achieving their financial goals through tailored strategies and a focus on long-term stewardship of wealth.
McDermott Advisory Group, a respected RIA firm. McDermott provides a full complement of financial planning, investment management, and related services to its affluent and high net worth clients.
FIM Group has served clients as a global investment manager and financial planner since 1984. Their mission is to ensure that their clients have the resources they need to support the quality of life they desire. They believe in long-term investing that adopts a disciplined investment process. They emphasize protecting and sustaining their clients' wealth every bit as much as growing their assets.
Sigma Investment Management is an investment management company that offers institutional-style services to a diverse clientele, including individuals, families, trusts, charitable endowments, corporations, and retirement plans. The firm specializes in creating customized portfolio strategies aimed at effectively managing risk while catering to both short-term needs and long-term objectives. In addition to investment advising and retirement plan assistance, Sigma provides nondiscretionary services tailored to meet specific goals. This approach enables clients to develop rational, long-term investment plans that are diversified across various asset types.
BWM was founded in 2002 by Founder and CEO Mark Germain, CFP®, MBA, ADPA® and he and his six staff members will continue their journey with Mercer Advisors. BWM today provides comprehensive financial planning and investment management services to its 170 clients and households.
Traust Sollus Wealth Management is a boutique wealth management firm emphasizing sophisticated financial planning, investment management and tax planning strategies for high net worth individuals.
GFS Private Wealth specializes in providing comprehensive investment and life-planning solutions to affluent individuals and their families. We advise, guide, and motivate our clients to implement solutions that simplify their lives.
Murray & Co. is a privately owned and independent registered investment advisor. The firm was founded in 1999 with the purpose of providing high quality investment counseling and portfolio management on a customized basis for each client. Clients include high net worth individuals and families, endowments, non-profit foundations and corporate pension funds. Murray & Co. Asset Management, Ltd. offers investment advisor services in states where it is lawfully registered to conduct business.
Pinnacle Investment Management Inc. is a comprehensive wealth management firm committed to helping clients improve their long-term financial success. We help them grow, and conserve their wealth and optimize their financial decsions. We specialize in financial planning, investment management and retirement planning.
Their approach to wealth management goes well beyond just managing client portfolios.Their service model includes a detailed retirement planning analysis, the reviewing of tax returns for outlining tax strategies, and managing estate planning documents to ensure a smooth transition to the next generation. Their executive clients receive guidance on exercising their stock options and their small business owner clients lean on us to help with finalizing succession plans to sell their company.They like to be fully engaged with their all clients and their families.
Asset sustainability and maximization are best accomplished through the coordination of financial planning, active tax management and strategic investment management. They support every aspect of clients’ financial needs: Investment Management, Estate Planning, Cash Flow Management, Tax Planning Minimization, Benefit Analysis and Insurance Planning so you can find confidence in your life and future.
Duckworth Wealth Advisors is a team of tax and planning professionals providing wealth management.
Duckworth Wealth Advisors, Inc., a Newport Beach, CA-based family office offering investment management, financial planning, estate and tax planning, and corporate trustee services managing.
Fabian Wealth Strategies, Inc. is a registered investment advisor that provides comprehensive wealth management services. Managed by Doug Fabian, the firm specializes in asset management, particularly focusing on exchange-traded funds. In addition to its investment advisory services, Fabian Wealth Strategies emphasizes investor education, helping clients make informed decisions regarding their financial futures. As a subsidiary of Mercer Advisors Inc., the firm combines expertise in financial management with a commitment to educating its clients, creating a highly effective approach to wealth management.
Pegasus Advisors, LLC is an investment advisory firm based in Dallas, Texas, specializing in financial, tax, and investment planning services for both individual and business clients. Established in 2000, the firm provides a comprehensive range of services, including financial goal planning, risk management, estate planning, tax planning and preparation, portfolio analysis, investment allocation, retirement planning, and cash flow planning. Additionally, it offers education funding and business planning services, along with ongoing consultation to support clients in achieving their financial objectives. As of 2016, Pegasus Advisors operates as a subsidiary of Mercer Advisors Inc.
Kanaly Trust is a comprehensive wealth management firm managing and advising over $2 billion of assets.
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