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

Social Links:

Facebook

Twitter

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:

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Current Advisors List

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Laura Rowley Client Advisors @ Mercer Advisors
Advisor
2005-07-01

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Laura Cuber Client Advisor @ Mercer Advisors
Advisor
2017-04-01

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Drew Kanaly Client Advisor @ Mercer Advisors
Advisor
2016-09-01

Current Employees Featured

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Barry Cohen
Barry Cohen Sr. Wealth Advisor @ Mercer Advisors
Sr. Wealth Advisor
2022-03-01

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Michael Henry
Michael Henry Chief Financial Officer @ Mercer Advisors
Chief Financial Officer
2020-06-01

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Susan Travis
Susan Travis Client Advisor and Managing Director @ Mercer Advisors
Client Advisor and Managing Director
2016-09-01

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Gary Foodim
Gary Foodim Chief Marketing Officer @ Mercer Advisors
Chief Marketing Officer
2021-06-01

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Dave Welling
Dave Welling CEO @ Mercer Advisors
CEO
2017-06-01

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Dave Welling
Dave Welling CEO @ Mercer Advisors
CEO

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Karen Lee
Karen Lee Chief Marketing and Strategy Officer @ Mercer Advisors
Chief Marketing and Strategy Officer
2018-02-01

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Kendrick Mercer
Kendrick Mercer Founder @ Mercer Advisors
Founder

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Kim Lorenz
Kim Lorenz Chief Compliance Officer @ Mercer Advisors
Chief Compliance Officer
2021-01-01

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Nicholas Hendricks
Nicholas Hendricks Digital Marketing Analytics Manager @ Mercer Advisors
Digital Marketing Analytics Manager
2021-04-01

Founder

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Kendrick Mercer

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

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