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.
AFI Wealth Strategies is a wealth management firm located in Green Bay, Wisconsin.AFI Wealth Strategies offers a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.
Hart Capital Management is a locally-owned, independent, fee-only registered investment advisor (RIA). We are a wealth management firm, focused on asset management and financial planning for discriminating clients.
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 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 is committed to your personal success and quality of life, whatever phase you're in. We're proud to share our decades of financial planning, wealth management, insight, and understanding to help you realize your dreams.
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 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.
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, 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 is a registered investment advisory firm offering customizable investment management and wealth management advice for individuals, families, and institutions.
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 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, 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 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.
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 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 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.
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 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 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 wealth management firm focused on enhancing clients' long-term financial success through personalized services. The firm specializes in financial planning, investment management, and retirement planning, offering objective and independent advice tailored to individual client needs. Its experienced team of qualified advisors serves a diverse clientele, including retirees, business owners, corporate executives, medical professionals, non-profit organizations, and pension plans. By prioritizing the growth and conservation of wealth, Pinnacle Investment aims to help clients make informed financial decisions and achieve their financial goals.
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.
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, 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.
Fabian Wealth Strategies, a registered investment advisor, is managed by Doug Fabian. With our unique combination of asset management and investor education we have created a highly-effective wealth management firm.
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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