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
Email Addresses:
[email protected]
Total Funding:
0
Technology used in webpage:
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Current Advisors List
Current Employees Featured
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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