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:
Viewport Meta IPhone / Mobile Compatible Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager WordPress Content Delivery Network Google Universal Analytics Domain Not Resolving
Similar Organizations
Elevate Capital
Elevate Capital is a seed and early-stage investment firm with a focus in the Pacific Northwest and investing in under-represented founders.
FDP Wealth Management
FDP Wealth Management provides estate planning, retirement planning, insurance, investment management, risk, and asset management services.
Inflection Point Ventures
Inflection Point Ventures is an early stage angel investing platform that provides both monetary and non-monetary support to the startups.
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