MERCER ADVISORS
As a full-service wealth management firm, Mercer Advisors helps you with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services, we have your life journey covered.
MERCER ADVISORS
Industry:
Advice Asset Management Business Development Financial Services Insurance Wealth Management
Founded:
1985-01-01
Status:
Active
Contact:
800.258.1559
Total Funding:
0
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Current Advisors List
Advisor
2005-07-01
Advisor
2017-04-01
Advisor
2016-09-01
Current Employees Featured
Barry Cohen Sr. Wealth Advisor @ Mercer Advisors
Sr. Wealth Advisor
2022-03-01
Michael Henry Chief Financial Officer @ Mercer Advisors
Chief Financial Officer
2020-06-01
Susan Travis Client Advisor and Managing Director @ Mercer Advisors
Client Advisor and Managing Director
2016-09-01
Gary Foodim Chief Marketing Officer @ Mercer Advisors
Chief Marketing Officer
2021-06-01
Dave Welling CEO @ Mercer Advisors
CEO
2017-06-01
Dave Welling CEO @ Mercer Advisors
CEO
Karen Lee Chief Marketing and Strategy Officer @ Mercer Advisors
Chief Marketing and Strategy Officer
2018-02-01
Kendrick Mercer Founder @ Mercer Advisors
Founder
Kim Lorenz Chief Compliance Officer @ Mercer Advisors
Chief Compliance Officer
2021-01-01
Nicholas Hendricks Digital Marketing Analytics Manager @ Mercer Advisors
Digital Marketing Analytics Manager
2021-04-01
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2022-09-07 | Jordan Financial Strategies | Jordan Financial Strategies acquired by Mercer Advisors | N/A |
| 2022-08-02 | Mallard Advisors | Mallard Advisors acquired by Mercer Advisors | N/A |
| 2022-07-07 | HCO Private Wealth | HCO Private Wealth acquired by Mercer Advisors | 150 M USD |
| 2022-07-06 | Starks Financial Group | Starks Financial Group acquired by Mercer Advisors | N/A |
| 2022-06-09 | Bivin & Associates | Bivin & Associates acquired by Mercer Advisors | N/A |
| 2022-06-08 | Berkson Asset Management | Berkson Asset Management acquired by Mercer Advisors | N/A |
| 2022-06-07 | Fure Financial | Fure Financial acquired by Mercer Advisors | N/A |
| 2022-05-04 | Sanford Advisory | Sanford Advisory acquired by Mercer Advisors | N/A |
| 2022-05-03 | Heim Young & Associates | Heim Young & Associates acquired by Mercer Advisors | N/A |
| 2022-03-31 | Convergent Wealth Management | Convergent Wealth Management acquired by Mercer Advisors | N/A |
Investors List
Oak Hill Capital Partners
Oak Hill Capital Partners investment in Private Equity Round - Mercer Advisors
Northleaf Capital Partners
Northleaf Capital Partners investment in Private Equity Round - Mercer Advisors
Lovell Minnick Partners
Lovell Minnick Partners investment in Private Equity Round - Mercer Advisors
Lovell Minnick Partners
Lovell Minnick Partners investment in Private Equity Round - Mercer Advisors
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