Mercer Advisors Inc. is a privately owned investment manager and total wealth management firm based in Santa Barbara, California. Founded in 1985, the firm specializes in providing comprehensive services, including investment management, financial planning, estate planning, tax management, and retirement benefits. It caters to a diverse clientele, ranging from affluent individuals and families to institutions, corporations, and non-profit organizations. With nearly $6 billion in assets under management, Mercer Advisors focuses on creating tailored solutions for high-net-worth clients and offers separate client-focused portfolios that include public equity and fixed income investments. The firm emphasizes dividend-paying stocks and investment-grade fixed-income instruments, ensuring a strategic approach to wealth accumulation and preservation.
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.
Personal Financial Advisors offer comprehensive planning and wealth management services tailored to individuals and families. They focus on providing full-service financial planning and investment management, catering primarily to mass affluent and high net worth clients. Based in locations like Covington, Louisiana, these firms aim to help clients achieve their financial goals through personalized strategies that encompass various aspects of wealth management. By understanding each client's unique financial situation, Personal Financial Advisors guide them in making informed decisions to enhance their financial well-being.
M.J. Smith and Associates is a financial planning and investment management firm that specializes in creating tailored financial and life plans for its clients. The firm offers a range of services including retirement planning, estate planning, risk management, and portfolio design and monitoring. By focusing on the unique circumstances of each client, M.J. Smith and Associates aims to support their clients' aspirations and goals, guiding them towards making strategic long-term investment decisions. As a subsidiary of Mercer Global Advisors Inc., the firm is committed to providing comprehensive financial solutions that reflect the individual needs and objectives of its clientele.
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.
Sage Future Financial, LLC provides wealth management and advisory services. The company was founded in 2009 and is headquartered in Albuquerque, New Mexico.
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.
Confluence Financial Advisors, LLC is a fee-only comprehensive financial planning firm located in Boulder, Colorado, founded in 2015. The firm specializes in wealth management consultation and retirement plan services, focusing on high-quality financial, investment, and retirement planning. Confluence emphasizes proper diversification and asset allocation to enhance profitability for high net worth clients while minimizing tax liabilities. As of March 2019, it operates as a subsidiary of Mercer Global Advisors Inc.
Arbor Asset Management
Acquisition in 2019
Arbor Asset Management is an established and highly respected firm—a very attractive business in a dynamic and growing market.
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 focuses on delivering comprehensive investment and life-planning solutions tailored for affluent individuals and their families. The firm offers a diverse range of services that include investment management, financial planning, family office services, retirement benefits and distribution planning, as well as estate planning and tax management. By aligning financial decisions with clients' personal goals, GFS Private Wealth aims to simplify their financial lives and support the sustainability and growth of their long-term wealth.
Murray & Co. is a privately owned registered investment advisor established in 1999, specializing in providing tailored investment counseling and portfolio management services. The firm caters to a diverse clientele, including high net worth individuals and families, endowments, non-profit foundations, and corporate pension funds. Murray & Co. emphasizes delivering high-quality advisory services focused on achieving appropriate returns and consistent results for its clients. The firm operates in compliance with regulations, offering its asset management services in states where it is lawfully registered.
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.
Ray Mignone & Associates is a financial services firm based in Little Neck, New York, specializing in financial planning and investment management. The company provides a range of services, including retirement and financial planning, estate and tax planning, and strategic portfolio management. By offering customized portfolios tailored to the unique needs of each client, Ray Mignone & Associates aims to help individuals optimize their wealth and achieve their financial goals.
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.
Wealth Design Services Inc. is a financial planning firm based in Rochester, New York, founded in 2004. As a subsidiary of Mercer Advisors Inc., the company specializes in a comprehensive range of services tailored for individuals and families. These services include investment management, estate planning, cash flow management, tax planning minimization, benefit analysis, and insurance planning. Wealth Design Services focuses on coordinating financial strategies to protect client assets and maximize wealth, ensuring that clients can achieve confidence in their financial futures.
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 Company is a privately owned investment manager based in Houston, Texas, founded in 1975. The firm specializes in providing financial planning, wealth management, and trusts and estate planning services primarily for high net worth individuals, estates, and families. Kanaly Trust manages and advises over $2 billion in assets, offering tailored investment strategies through separate client-focused equity and fixed income portfolios. The firm invests in public equity, fixed income, and real estate markets within the United States, focusing on delivering personalized financial solutions to meet the unique needs of its clients.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.