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.
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.
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.
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.
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.
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.
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.
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.
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.