Mercer Global Advisors Inc is a privately owned investment manager based in Santa Barbara, California, founded in 1985. The firm offers comprehensive wealth management services, including customized financial planning, investment strategies, retirement planning, estate planning, tax strategy and preparation, and trustee services. It caters to a diverse clientele, ranging from high-net-worth individuals and families to institutions, corporations, charitable organizations, and government entities. Mercer Advisors specializes in developing tailored financial solutions that address the unique needs of each client, managing investments across global public equity and fixed income markets. The firm focuses on dividend-paying stocks for equity investments and prioritizes investment-grade fixed-income instruments and high-yield bonds for its fixed income portfolio.
Vishria Bird Financial Group offers financial planning and investment management to ensure clients' and businesses' financial security.
D Scott Neal Inc
Acquisition in 2025
D. Scott Neal, Inc. is a respected, long-standing financial planning firm with offices in Lexington and Louisville
Financial Partners Group
Acquisition in 2025
Financial Partners Group specializes in retirement planning, distribution, and wealth transfer.
Chapel and Collins
Acquisition in 2024
Chapel and Collins offers financial planning, retirement planning, investment, and risk management services.
Kades & Cheifetz
Acquisition in 2024
Kades & Cheifetz operates as an independent Registered Investment Advisor (RIA), providing financial services including customized investment and wealth management solutions. The firm focuses on developing long-standing client relationships by tailoring portfolios and financial planning strategies to meet the specific needs of each client.
Kiely Wealth Advisory Group
Acquisition in 2024
Kiely Wealth Advisory Group is a consulting firm that offers portfolio management, estate planning, and retirement plan services.
Benchmark Wealth Management
Acquisition in 2024
Benchmark Wealth Management provides financial planning and wealth management services.
MDK Private Wealth Management
Acquisition in 2024
MDK Private Wealth Management is a finance company that offers financial advisory services for businesses.
River Glen Wealth Counselors
Acquisition in 2024
River Glen Wealth Counselors is an investment management and advisory firm that specializes in providing comprehensive financial planning and investment advice tailored for business owners, corporate executives, and professionals. The firm offers a range of services, including retirement planning, tax strategy, estate planning, asset protection, and investment management. By focusing on authenticity, transparency, adaptability, and accountability, River Glen Wealth Counselors aims to enhance the financial well-being of its clients and help them navigate their unique financial challenges effectively.
Transitions Wealth Management
Acquisition in 2024
Transitions Wealth Management delivers a broad spectrum of wealth management services tailored for both individual and commercial clients. The firm specializes in retirement planning, insurance, personal finance, estate planning, tax strategies, and business planning. By focusing on the unique needs and goals of each client, Transitions Wealth Management aims to provide comprehensive plans and strategies that facilitate informed financial decisions.
Paragon Wealth Strategies
Acquisition in 2023
Paragon Wealth Strategies, LLC is a financial consultancy based in Jacksonville, Florida, established in 2008. The company specializes in providing a range of financial services, including retirement planning, wealth management, investment management, and financial planning for both individuals and businesses. Paragon Wealth Strategies focuses on delivering tailored solutions that align with clients' specific risk profiles and return expectations, allowing for a comprehensive approach to financial well-being.
Brighton Financial Planning
Acquisition in 2023
Brighton Financial Planning, Inc. is an investment boutique based in Clinton, New Jersey, established in 1984. The firm specializes in offering a range of financial planning and investment advisory services tailored for individuals and small businesses. Its services include discretionary investment management, financial coaching, asset monitoring, and defined contribution advisory services. Brighton Financial Planning focuses on maximizing clients' financial well-being through comprehensive planning that encompasses retirement, estate, insurance, tax, and lifestyle considerations. The company's commitment to coordinated financial and estate planning ensures that clients receive personalized strategies to meet their unique financial goals.
Singh Advisory
Acquisition in 2023
Singh Advisory comprehensive wealth management firm that offers investment planning, estate planning, retirement planning etc.
Kingfisher
Acquisition in 2023
Kingfisher is a financial services firm that provides asset management, corporate bonds, and business consulting services.
Steward Wealth Management
Acquisition in 2023
Steward Wealth Management provides comprehensive solutions with independent, objective advice. They combine the leverage of an in-house CPA and attorney with sound financial advice grounded in Nobel prize-winning research, institutional trading, and goal-based financial plans.
Mallard Financial Partners
Acquisition in 2023
Mallard Financial Partners is an investment service company that offers investment management and financial planning services.
Day & Ennis
Acquisition in 2023
Day & Ennis is a provider of comprehensive wealth management services aimed at individuals and businesses. The firm specializes in investment advisory, insurance, tax planning, estate planning, retirement planning, and overall financial planning. Through its offerings, Day & Ennis delivers financial and investment advice, performance and risk management, and asset management, assisting clients in achieving their financial objectives.
Andesa Financial Management
Acquisition in 2023
Andesa Financial Management is a wealth management firm that offers advisory services tailored for individuals, families, corporate executives, and non-profit organizations. The firm focuses on providing comprehensive financial solutions to help clients navigate their unique financial landscapes. By prioritizing personalized service and expert guidance, Andesa aims to assist clients in achieving their financial goals and needs.
Empyrion Wealth Management
Acquisition in 2023
Empyrion Wealth Management is an investment management firm that specializes in providing comprehensive financial planning and wealth management services. The firm focuses on serving families, women in transition, and retirees, offering a range of services including tax planning, education expenses planning, retirement income strategies, cash flow management, and asset management. By emphasizing broad diversification across multiple asset classes and international markets, Empyrion Wealth Management aims to help clients maximize returns while minimizing risk and volatility.
Transitions Wealth Management
Acquisition in 2023
Transitions Wealth Management delivers a broad spectrum of wealth management services tailored for both individual and commercial clients. The firm specializes in retirement planning, insurance, personal finance, estate planning, tax strategies, and business planning. By focusing on the unique needs and goals of each client, Transitions Wealth Management aims to provide comprehensive plans and strategies that facilitate informed financial decisions.
Resource Planning Group
Acquisition in 2022
Resource Planning Group specializes in wealth management and financial planning services tailored for families, entrepreneurs, and executives. The company offers a comprehensive range of solutions, including financial planning and portfolio management, designed to assist clients at various stages of their professional and personal lives, from early-career to retirement. By focusing on individual financial goals, Resource Planning Group aims to empower clients to effectively manage their assets and achieve long-term financial success.
Vintage Financial Services
Acquisition in 2022
Vintage Financial Services specializes in wealth management and financial advisory services for private individuals across the United States. The firm offers a range of services including investment management, retirement planning, financial planning, pension lump sum analysis, and income tax preparation. By focusing on an unbiased and proactive approach, Vintage Financial Services aims to help clients achieve a secure and comfortable retirement.
Regis Management
Acquisition in 2022
Regis Management is an independent investment office focused on serving ultra-high net worth clients, multigenerational families, and foundations. The firm specializes in marketable securities, alternative investments, and private investments, providing customized investment management solutions tailored to the unique goals and needs of each client. In addition to investment management, Regis Management offers tax consulting, return preparation, and philanthropy services, helping clients enhance tax efficiency and achieve their financial objectives. With a consultative approach, the firm aims to deliver exceptional client service and act as a trusted advisor, facilitating meaningful relationships with intermediaries and service providers to support its clients' complex, multigenerational aspirations.
Mark D. Cunningham
Acquisition in 2022
Mark D. Cunningham a sole proprietorship. Cunningham is a well-known wealth management firm.
The Asset Advisory Group
Acquisition in 2022
The Asset Advisory Group is a wealth management firm based in Cincinnati, Ohio, specializing in a range of financial services. The company assists clients with investments, retirement planning, tax planning, estate planning, and risk management. By providing comprehensive financial coaching and tailored strategies, The Asset Advisory Group aims to help clients achieve financial freedom and secure their financial futures.
Goldstein Munger + Associates
Acquisition in 2022
GOLDSTEIN MUNGER is a financial advisor. Their investment management capabilities, their advisers have in-depth and broad expertise in the following areas including intergenerational wealth planning, employee stock, and stock options, cash flow planning, income tax planning, estate, and trust planning, retirement planning, philanthropic planning, insurance, and education planning. They guide their clients through a process of identifying how they want to live and advise them on strategies for accomplishing their life goals.
Jordan Financial Strategies
Acquisition in 2022
Jordan Financial Strategies provides Financial Advisory Services.
Mallard Advisors
Acquisition in 2022
Mallard Advisors is an accounting firm that specializes in wealth management services tailored for scientists, engineers, and financial professionals. The firm provides a comprehensive suite of offerings, including personal financial and tax planning, investment management, and advisory services. By focusing on detailed analysis and transparent calculations, Mallard Advisors aims to instill confidence in its clients' financial decisions, ensuring they have a clear understanding of their financial landscape.
HCO Private Wealth
Acquisition in 2022
HCO Private Wealth specializes in providing comprehensive wealth management services tailored for high net worth and high-income families. The firm offers a diverse array of services, including financial planning, investment management, advanced tax strategies, estate planning and administration, as well as asset protection. By focusing on these key areas, HCO Private Wealth aims to empower clients with the confidence and clarity needed to navigate all facets of their financial lives.
Starks Financial Group
Acquisition in 2022
Starks Financial Group is a financial services company that specializes in financial planning and investment management. It caters to a diverse clientele, including women, retirees, same-sex couples, financial delegators, and socially responsible investors. The firm offers a range of services, such as investment management, retirement planning, estate planning, and financial advisory services, all aimed at helping clients achieve their personal and financial objectives.
Bivin & Associates
Acquisition in 2022
Bivin & Associates is an investment advisory firm located in Ponca City, Oklahoma. The company specializes in providing financial solutions, consultation, and tailored asset and wealth management services. It focuses on delivering personalized strategies for investment management and financial planning, including estate planning, to meet the specific needs of its clients.
Berkson Asset Management
Acquisition in 2022
Berkson Asset Management is an independent financial advisory firm that provides a range of financial planning and investment management services for individuals and business owners. The firm specializes in retirement planning, tax planning, estate planning, and wealth management, helping clients to achieve their financial objectives. By offering tailored solutions, Berkson Asset Management aims to support clients in navigating their financial journeys effectively.
Fure Financial
Acquisition in 2022
Fure Financial is a wealth management firm that provides a range of financial services to private individuals, families, trusts, and businesses. The company specializes in investment management and personalized financial planning, offering services such as retirement and estate planning, tax minimization, and purchase and sale analysis. Additionally, Fure Financial provides philanthropic counseling to help clients optimize their investments and achieve their financial objectives. Through its comprehensive approach, the firm aims to assist clients in navigating their financial journeys and realizing their financial aspirations.
Sanford Advisory
Acquisition in 2022
Sanford Advisory is a financial services firm based in Portage, Michigan, specializing in financial planning and related consulting services. The company offers a range of services, including financial assessment, retirement benefits management, estate planning, and distribution planning for both individuals and businesses. In addition to these core offerings, Sanford Advisory also provides corporate employee benefits and asset management services, ensuring that clients receive comprehensive support tailored to their financial needs. Through its expertise, the firm aims to assist clients in navigating complex financial landscapes and achieving their financial goals.
Heim Young & Associates
Acquisition in 2022
Heim Young & Associates offers wealth management, estate planning, risk management, and financial planning services.
Convergent Wealth Management
Acquisition in 2022
Convergent Wealth Management is a full-service investment advisory firm dedicated to helping clients build and sustain their wealth. The firm offers a comprehensive range of financial services, including investment management, estate planning, college planning, risk management, tax advice, and business services. Convergent Wealth Management caters to working professionals, entrepreneurs, small business owners, and individuals approaching retirement, providing personalized financial planning and tailored investment strategies. Through its commitment to client-focused service, the firm aims to be a lifelong financial partner for its diverse clientele.
Benemark
Acquisition in 2022
Benemark provides customized wealth management and financial advisory services to a diverse clientele, including professionals, entrepreneurs, small business owners, and retirees. The firm focuses on delivering tailored financial advice that addresses the specific needs and circumstances of each client. Its expertise encompasses investment advisory services and comprehensive financial planning, guiding individuals through significant financial events and helping them achieve their financial objectives. By prioritizing a personalized approach, Benemark aims to build trust and offer knowledgeable guidance for clients seeking to navigate their financial journeys effectively.
Wrenn Financial Strategies
Acquisition in 2022
Wrenn Financial Strategies specializes in offering financial planning and investment management services tailored to high-net-worth individuals and corporate clients. The firm employs an ensemble team approach, featuring three CERTIFIED FINANCIAL PLANNER™ professionals alongside other skilled team members. Wrenn provides a range of services, including comprehensive and focused financial planning, investment management, and retirement readiness, all designed to help clients achieve their specific financial goals and needs. Through its client-centric approach, Wrenn Financial Strategies aims to deliver effective solutions that support unique financial aspirations.
HawsGoodwin Wealth
Acquisition in 2022
HawsGoodwin Wealth is a financial planning and investment management firm located in Franklin, Tennessee. The firm specializes in guiding individual and family clients in effectively managing their wealth, while also assisting corporate clients with their financial decision-making processes. HawsGoodwin Wealth focuses on protecting capital, growing wealth, and optimizing taxes through comprehensive financial planning. By offering tailored investment strategies, the firm aims to help individuals, families, trusts, and businesses achieve their financial goals and attain greater financial freedom.
Cordasco Financial Network
Acquisition in 2022
Cordasco Financial Network is a financial advisory firm that provides comprehensive services to individuals, families, and businesses. The firm specializes in financial planning and retirement services, focusing on helping clients achieve financial success. Its offerings include investment management, insurance solutions, retirement analysis, tax optimization, and cash flow management. By delivering these services, Cordasco Financial Network aims to empower clients to make informed financial decisions that align with their goals and enhance their overall financial well-being.
Mirsky Financial Management
Acquisition in 2021
Mirsky Financial Management is a comprehensive financial service company that addresses a wide range of financial needs for individuals and families. The firm specializes in wealth management, retirement planning, estate planning, and tax services. By offering tailored advice and support, Mirsky Financial Management aims to assist clients in navigating their unique financial situations, ensuring that their specific goals and requirements are met effectively.
ACG Wealth
Acquisition in 2021
ACG Wealth is a wealth management firm that focuses on serving high-net-worth individuals, families, and their businesses. The firm provides a range of financial services, including active investment management, insurance assessments, and retirement plan advisory. ACG Wealth emphasizes personalized financial support tailored to the specific needs of its clients, offering both online investing options and human guidance to ensure transparency and effective management of wealth. Through its comprehensive approach, the firm aims to enhance the financial well-being of its clients by delivering customized solutions and expert advice.
Lake Point Advisory Group
Acquisition in 2021
Lake Point Advisory Group is a consultancy that specializes in wealth management, financial planning, life insurance, and retirement planning services. The firm is dedicated to assisting clients in achieving their long-term financial goals, particularly targeting mass affluent and high-net-worth individuals, families, and their businesses. By offering a range of investment and insurance products, Lake Point Advisory Group aims to create tailored retirement strategies that align with each client's unique needs and objectives. The company's commitment to integrity, trust, and personalized service underpins its mission to be an indispensable resource for clients making informed financial decisions.
Quest Capital Management
Acquisition in 2021
Quest Capital Management, Inc. is a financial services firm dedicated to assisting clients in achieving their financial goals and objectives. The company specializes in comprehensive financial planning and wealth management, offering a range of services that include cash flow planning, investment management, tax planning, estate planning, and risk management. With a team of fifteen CERTIFIED FINANCIAL PLANNER™ professionals, collectively possessing over 150 years of experience, Quest Capital Management emphasizes the importance of tailoring financial strategies to align with clients' life stages and individual circumstances. The firm aims to provide clients with guidance that adapts to their evolving needs, ensuring they are well-equipped to navigate significant life events and secure their financial well-being.
Miller Advisors
Acquisition in 2021
Miller Advisors is a wealth management firm that offers a comprehensive range of services to high-net-worth individuals, families, and businesses. The firm specializes in retirement strategies, investment management, and financial planning, including legacy and divorce planning. In addition, Miller Advisors provides tailored solutions for family businesses and elder care. By focusing on both immediate and long-term financial goals, the company develops customized money management plans that cater to the unique needs of its clients.
AFI Wealth Strategies
Acquisition in 2021
AFI Wealth Strategies is a wealth management firm based in Green Bay, Wisconsin, specializing in services for high-net-worth individuals, families, and their businesses. The firm employs a team-based approach to financial planning, which provides clients with a diverse range of expertise. AFI Wealth Strategies offers a comprehensive suite of services, including financial and business planning, institutional consultation, longevity planning, and sustainable investing. Additionally, the firm focuses on portfolio management and the creation of tailored wealth strategies, assisting clients in effectively channeling their investments and making informed financial decisions.
ET George Investment Management
Acquisition in 2021
ET George Investment Management focus is to design broad-based financial plans and investment strategies for individual clients and business owners.
Epstein & White
Acquisition in 2021
Epstein & White is a financial services firm focused on retirement planning and wealth management for mass affluent and high net worth clients. The company offers a comprehensive range of services, including asset protection, legacy planning, social security guidance, retirement income management, and 401k rollovers. Epstein & White is dedicated to helping clients achieve their financial goals through tailored insurance and investment products.
Hart Capital Management
Acquisition in 2021
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 asset management and financial planning for individuals, high net worth clients, pension plans, and corporations. Hart Capital focuses on managing separate client-centered equity and fixed income portfolios, primarily investing in public equity and fixed income markets. The firm adopts an absolute return strategy, utilizing fundamental analysis and in-house research to identify value stocks for its portfolios. In addition to managing investments, Hart Capital offers advisory services related to charitable giving, retirement, and business planning. As of December 31, 2020, Hart Capital operates as a subsidiary of Mercer Global Advisors Inc.
Pinnacle Wealth Solutions
Acquisition in 2021
Pinnacle Wealth Solutions specializes in financial and wealth planning services for individuals, families, business owners, corporate executives, and charities. Founded in 1985 by G. Carl Mahler, Jr., CFP®, the firm is dedicated to empowering clients to achieve their financial goals and enjoy their lives to the fullest. Pinnacle Wealth Solutions offers a wide range of services, including retirement and tax planning, insurance planning, education funding, and investment and asset management. By providing tailor-made solutions, the firm aims to help clients navigate their financial needs and secure their futures.
Rowland Carmichael Advisors
Acquisition in 2021
Rowland Carmichael Advisors is a respected wealth management firm.RCA in 1986 delivering comprehensive wealth management services to its high net worth (HNW) clients, including a robust retirement plan service business and attendant corporate clientele.
McGee Wealth Management
Acquisition in 2021
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. McGee Wealth Management also provides brokerage services and specializes in assisting clients with life events and trust services. With decades of experience, the firm is dedicated to helping clients achieve their financial goals and enhance their quality of life throughout various phases of their financial journey. The firm is managed by an experienced executive team focused on delivering personalized and comprehensive financial solutions.
Atlanta Financial Associates
Acquisition in 2021
Atlanta Financial Associates' main objective is to help the clients to achieve Financial Independence Together(FIT). FIT process has altered and enhanced the path to wealth for hundreds of families from retirees, physicians, divorcees, executives, business owners, and young professionals. Financial Independence Together is a systematic and organized analysis and roadmap to guide through the current situation as well as the family’s financial wellness for decades to come. Atlanta Financial Associates offer comprehensive wealth management services through its Fit Process that includes customized financial planning, investment management, and ongoing advice and solutions to help optimize your overall financial picture and plan for the future.
Kays Financial Advisory
Acquisition in 2021
Kays Financial Advisory Corporation, based in Atlanta, Georgia, operates as a subsidiary of Mercer Global Advisors Inc. The firm specializes in providing full-time wealth management and comprehensive financial planning services tailored to individuals and families, particularly those with high net worth. Kays Financial Advisory focuses on helping clients grow and protect their wealth by delivering personalized service and expert guidance. The firm's mission is to assist clients in making informed financial decisions to achieve their financial goals.
Personal Financial Advisors
Acquisition in 2020
Personal Financial Advisors provide planning and wealth management services to individuals and families.
M.J. Smith and Associates
Acquisition in 2020
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.
First Ohio Planning
Acquisition in 2020
First Ohio Planning, LLC is a financial services company based in Columbus, Ohio, specializing in asset management. As a subsidiary of Mercer Global Advisors Inc. since January 2020, it offers a range of services including investment management and financial management. The firm also provides business programs designed to meet the financial needs of its clients, focusing on delivering tailored solutions to help them achieve their financial goals.
Republic Wealth Advisors
Acquisition in 2019
Republic Wealth Advisors, LLC is a registered investment advisory firm based in Austin, Texas, established in 2001. The firm specializes in providing investment management and wealth management advisory services tailored to the needs of individuals, families, and institutions. As a fee-only firm, Republic Wealth Advisors emphasizes a personalized approach to wealth management, offering customizable solutions to help clients achieve their financial goals.
Adam Financial Associates
Acquisition in 2019
Adam Financial Associates, Inc., based in Boca Raton, Florida, has been serving clients in Florida and across the country for over twenty years. Their firm specializes in providing customized, on-target financial planning and wealth management services to individuals wanting to build a better and more secure financial future. Many of their clients are women, couples, and people who want to enjoy a confident, fulfilling retirement.
AL Hewitt
Acquisition in 2019
AL Hewitt is a financial services firm based in the Camarillo area, specializing in wealth management. The company offers comprehensive services that include tax return preparation and high-quality tax advice tailored for financial advisory clients. By integrating tax services with investment management and financial planning, AL Hewitt aims to provide clients with a holistic approach to managing their finances.
Sage Future Financial
Acquisition in 2019
Sage Future Financial, LLC is an independent fee-only financial planning and wealth management firm founded in 2009 and based in Albuquerque, New Mexico. The firm offers a range of services, including investment management, retirement planning, tax planning, estate planning, college funding strategies, and legacy planning. It primarily serves high-net-worth households, managing approximately $100 million in assets for around 45 clients. Through its personalized approach, Sage Future Financial aims to provide comprehensive financial strategies tailored to the unique needs of its clients.
Regent Wealth Management
Acquisition in 2019
Regent Wealth Management is a registered wealth management and investment advisory firm that operates as a subsidiary of Mercer Global Advisors Inc. The company specializes in providing comprehensive wealth management services, which include investment management and financial life planning. By integrating these services, Regent Wealth Management aims to help clients achieve their financial goals and manage their wealth effectively.
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
Acquisition in 2019
Jackson Financial Management is a large wealth management firm serving high net worth households throughout the United States.
Confluence Financial Advisors
Acquisition in 2019
Confluence Financial Advisors is a Boulder-based fee-only Comprehensive Financial Planning firm.
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
Acquisition in 2019
Dragon Financial Group is a provider of financial planning and investment management services.
Bell Wealth Management
Acquisition in 2018
Bell Wealth Management operates as a registered investment adviser. Bell Wealth Management provides comprehensive wealth management to affluent and high net worth clients, and has been helping people achieve their financial goals for over 20 years.
McDermott Advisory Group
Acquisition in 2018
McDermott Advisory Group is a respected registered investment advisory firm that offers a comprehensive range of financial advisory services. The firm specializes in wealth advisory, wealth management, financial planning, and investment management, catering primarily to affluent and high net worth clients, as well as business entities. By providing tailored solutions, McDermott Advisory Group helps clients navigate their evolving financial needs and achieve their long-term financial goals.
FIM Group
Acquisition in 2018
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
Acquisition in 2018
Sigma Investment Management is an investment management company.
Beacon Wealth Management
Acquisition in 2018
Beacon Wealth Management, founded in 2002 by Mark Germain, offers a range of wealth management services aimed at comprehensive financial planning and investment management. With a dedicated team of six staff members, the firm serves approximately 170 clients and households, providing tailored solutions that include asset management, retirement planning, estate planning, and tax-efficient portfolio management. Beacon Wealth Management is committed to helping clients achieve their financial goals through personalized strategies and expert guidance.
Traust Sollus Wealth Management
Acquisition in 2018
Traust Sollus Wealth Management is a boutique firm that specializes in providing comprehensive wealth management services for high net worth individuals. The firm focuses on sophisticated financial planning, investment management, and tax planning strategies. By offering tailored financial advisory and insurance solutions, Traust Sollus aims to assist clients in making informed financial decisions and optimizing their wealth. Through its expertise, the firm seeks to enhance clients' profits and cash flows while addressing their unique financial needs.
GFS Private Wealth
Acquisition in 2018
GFS Private Wealth specializes in delivering comprehensive wealth management services tailored for affluent individuals and their families. The firm focuses on aligning financial decisions with clients' personal goals, offering a diverse range of solutions that include investment management, financial planning, family office services, retirement benefits and distribution planning, estate planning, and tax management. By providing expert guidance and support, GFS Private Wealth aims to simplify the financial lives of its clients while helping them sustain and grow their long-term wealth.
Murray & Co.
Acquisition in 2018
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
Acquisition in 2018
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
Acquisition in 2017
Ray Mignone Associates, a provider of financial planning and investment management services.
Blue Moon Wealth Advisory
Acquisition in 2017
Blue Moon Wealth Advisory LLC, established in 2014 and located in Bellevue, Washington, provides comprehensive investment advisory and financial planning services. As a subsidiary of Mercer Advisors Inc., the firm focuses on wealth management that extends beyond portfolio management. Its offerings include detailed retirement planning analyses, tax strategy development through tax return reviews, and estate planning to facilitate smooth generational transitions. The firm also caters to executive clients by providing guidance on stock option exercises and assists small business owners with succession planning for company sales. Blue Moon Wealth Advisory emphasizes active engagement with clients and their families to foster long-term financial success.
Wealth Design Services
Acquisition in 2017
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
Acquisition in 2017
Duckworth Wealth Advisors, based in Newport Beach, California, is a family office that specializes in wealth management and personal office services. The firm offers a comprehensive range of services tailored to meet the unique needs of high net worth individuals and families. These services include investment management, financial planning, estate and tax planning, corporate trustee services, as well as business and succession planning. Duckworth Wealth Advisors also provides specialized support in areas such as charitable and legacy planning, financial life planning, and assistance with social security and Medicare. By focusing on individualized strategies, the firm aims to help clients navigate complex financial situations and achieve their personal and financial goals.
Novos Planning Associates
Acquisition in 2017
Novos Planning Associates is an investment advisory firm based in New York City. The company specializes in providing a range of financial services, including wealth management, financial planning, and pension consulting. Additionally, Novos Planning Associates offers portfolio management services tailored to meet the needs of its clients, helping them to navigate their investment strategies effectively. Through its comprehensive approach, the firm aims to support individuals and organizations in achieving their financial goals.
Fabian Wealth Strategies
Acquisition in 2016
Fabian Wealth Strategies, Inc. is a registered investment advisor that specializes in providing investment advisory services, particularly in the area of exchange-traded funds. Managed by Doug Fabian, the firm combines asset management with investor education, aiming to create effective wealth management solutions for its clients. As a subsidiary of Mercer Advisors Inc., Fabian Wealth Strategies focuses on delivering tailored financial guidance and strategies to help clients achieve their investment goals.
Pegasus Advisors
Acquisition in 2016
Pegasus Advisors operates as an investment advisory firm.
Kanaly Trust
Acquisition in 2016
Kanaly Trust Company is a privately owned investment management firm based in Houston, Texas, founded in 1975. The firm specializes in providing financial planning, wealth management, and trusts and estate planning services primarily to high net worth individuals, estates, and families. It manages and advises over $2 billion in assets, focusing on client-centered equity and fixed income portfolios. Kanaly Trust invests in the public equity, fixed income, and real estate markets within the United States. The firm is known for its personalized approach to managing and planning financial affairs, guided by an experienced executive management team.
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