Investor directory

Mercer Advisors

Mercer Advisors Inc. is a privately owned investment management firm based in Santa Barbara, California, established in 1985. It specializes in providing comprehensive wealth management services, including investment management, financial planning, estate planning, tax management, and retirement plan services. The firm serves a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and government entities. With nearly $6 billion in assets under management, Mercer Advisors manages client-focused portfolios that encompass public equity and fixed income investments globally. The firm emphasizes investments in dividend-paying stocks for its equity portfolios and focuses on investment-grade fixed-income instruments and high-yield bonds for its fixed income allocations. As one of the largest Registered Investment Advisors in the United States, Mercer Advisors is dedicated to delivering fee-only financial solutions tailored to the unique needs of its clients.

Focus

Wealth ManagementAcquisitionPersonal FinanceInsurance BrokersInvestment BankingShow more
http://www.merceradvisors.com
https://crunchbase.com/organization/mercer-advisors
https://facebook.com/merceradvisors
https://linkedin.com/company/mercer-advisors
https://twitter.com/merceradvisors
https://www.capitaliq.com/CIQDotNet/company.aspx?companyId=43189670

Loren Pierson

COO

Past deals in Wealth Management

AFI Wealth Strategies

Acquisition in 2021
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.

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.

Pinnacle Wealth Solutions

Acquisition in 2021
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

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 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

Acquisition in 2021
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

Acquisition in 2021
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

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.

Republic Wealth Advisors

Acquisition in 2019
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

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 service firm.

Sage Future Financial

Acquisition in 2019
Sage Future Financial, LLC provides wealth management and advisory services. The company was founded in 2009 and is headquartered in Albuquerque, New Mexico.

Regent Wealth Management

Acquisition in 2019
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

Acquisition in 2019
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

Acquisition in 2019
Confluence Financial Advisors, LLC provides wealth management consultation and retirement plan services to its clients. The company was founded in 2015 and is based in Boulder, Colorado. As of March 7, 2019, Confluence Financial Advisors, LLC 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

Acquisition in 2018
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

Acquisition in 2018
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

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
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

Acquisition in 2018
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

Acquisition in 2018
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.

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.

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.

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
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

Acquisition in 2017
Wealth Design Services Inc., established in 2004 and based in Rochester, New York, specializes in comprehensive financial planning for individuals and families. The company provides a range of services, including investment management, estate planning, cash flow management, tax minimization strategies, benefit analysis, and insurance planning. By coordinating these services, Wealth Design Services aims to enhance asset sustainability and maximization, ensuring that clients can achieve their financial goals with confidence. As of July 2017, it operates as a subsidiary of Mercer Advisors Inc.

Duckworth Wealth Advisors

Acquisition in 2017
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.

Novos Planning Associates

Acquisition in 2017
A New York City-based investment advisory firm.

Fabian Wealth Strategies

Acquisition in 2016
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.

Pegasus Advisors

Acquisition in 2016
Pegasus Advisors, LLC provides financial, tax, and investment planning and advisory services to individual and business clients in Texas. Its services include financial goal planning, risk management, estate planning, tax planning and preparation, portfolio analysis, investment allocation and implementation, retirement planning, cash flow planning, education funding, business planning, and ongoing consultation. The company was founded in 2000 and is headquartered in Dallas, Texas. As on November 3, 2016, Pegasus Advisors, LLC operates as a subsidiary of Mercer Advisors Inc.