Mercer Global Advisors Inc is a privately owned investment manager based in Santa Barbara, California, founded in 1985. The firm offers comprehensive wealth management services, including customized financial planning, investment strategies, retirement planning, estate planning, tax strategy and preparation, and trustee services. It caters to a diverse clientele, ranging from high-net-worth individuals and families to institutions, corporations, charitable organizations, and government entities. Mercer Advisors specializes in developing tailored financial solutions that address the unique needs of each client, managing investments across global public equity and fixed income markets. The firm focuses on dividend-paying stocks for equity investments and prioritizes investment-grade fixed-income instruments and high-yield bonds for its fixed income portfolio.
Vishria Bird Financial Group is a professional services firm specializing in financial planning and investment management. They cater to a diverse client base, including professionals, entrepreneurs, small business owners, and families, providing personalized guidance to secure their financial futures. The company's services encompass investment strategies, retirement planning, and comprehensive financial planning, aiming to ensure clients' financial well-being and security.
Brighton Financial Planning
Acquisition in 2023
Brighton Financial Planning, Inc. is an investment boutique based in Clinton, New Jersey, established in 1984. The firm specializes in offering a range of financial planning and investment advisory services tailored for individuals and small businesses. Its services include discretionary investment management, financial coaching, asset monitoring, and defined contribution advisory services. Brighton Financial Planning focuses on maximizing clients' financial well-being through comprehensive planning that encompasses retirement, estate, insurance, tax, and lifestyle considerations. The company's commitment to coordinated financial and estate planning ensures that clients receive personalized strategies to meet their unique financial goals.
Kingfisher
Acquisition in 2023
Kingfisher is a financial services firm that provides asset management, corporate bonds, and business consulting services.
Mallard Financial Partners
Acquisition in 2023
Mallard Financial Partners is an investment service company based in Newark, Delaware, established in 1996. It specializes in investment management and financial planning services tailored for individuals, families, small businesses, trusts, and nonprofits throughout the United States. The firm is managed by an experienced executive team that oversees the assets under management, ensuring a personalized approach to meet the diverse financial needs of its clients.
Empyrion Wealth Management
Acquisition in 2023
Empyrion Wealth Management is an investment management firm that specializes in providing comprehensive financial planning and wealth management services. The firm focuses on serving families, women in transition, and retirees, offering a range of services including tax planning, education expenses planning, retirement income strategies, cash flow management, and asset management. By emphasizing broad diversification across multiple asset classes and international markets, Empyrion Wealth Management aims to help clients maximize returns while minimizing risk and volatility.
The Asset Advisory Group
Acquisition in 2022
The Asset Advisory Group is a wealth management firm based in Cincinnati, Ohio, specializing in a range of financial services. The company assists clients with investments, retirement planning, tax planning, estate planning, and risk management. By providing comprehensive financial coaching and tailored strategies, The Asset Advisory Group aims to help clients achieve financial freedom and secure their financial futures.
HCO Private Wealth
Acquisition in 2022
HCO Private Wealth specializes in providing comprehensive wealth management services tailored for high net worth and high-income families. The firm offers a diverse array of services, including financial planning, investment management, advanced tax strategies, estate planning and administration, as well as asset protection. By focusing on these key areas, HCO Private Wealth aims to empower clients with the confidence and clarity needed to navigate all facets of their financial lives.
Starks Financial Group
Acquisition in 2022
Starks Financial Group is a financial services company that specializes in financial planning and investment management. It caters to a diverse clientele, including women, retirees, same-sex couples, financial delegators, and socially responsible investors. The firm offers a range of services, such as investment management, retirement planning, estate planning, and financial advisory services, all aimed at helping clients achieve their personal and financial objectives.
Bivin & Associates
Acquisition in 2022
Bivin & Associates is an investment advisory firm located in Ponca City, Oklahoma. The company specializes in providing financial solutions, consultation, and tailored asset and wealth management services. It focuses on delivering personalized strategies for investment management and financial planning, including estate planning, to meet the specific needs of its clients.
Berkson Asset Management
Acquisition in 2022
Berkson Asset Management is an independent financial advisory firm that provides a range of financial planning and investment management services for individuals and business owners. The firm specializes in retirement planning, tax planning, estate planning, and wealth management, helping clients to achieve their financial objectives. By offering tailored solutions, Berkson Asset Management aims to support clients in navigating their financial journeys effectively.
Fure Financial
Acquisition in 2022
Fure Financial is a wealth management firm that provides a range of financial services to private individuals, families, trusts, and businesses. The company specializes in investment management and personalized financial planning, offering services such as retirement and estate planning, tax minimization, and purchase and sale analysis. Additionally, Fure Financial provides philanthropic counseling to help clients optimize their investments and achieve their financial objectives. Through its comprehensive approach, the firm aims to assist clients in navigating their financial journeys and realizing their financial aspirations.
HawsGoodwin Wealth
Acquisition in 2022
HawsGoodwin Wealth is a financial planning and investment management firm located in Franklin, Tennessee. The firm specializes in guiding individual and family clients in effectively managing their wealth, while also assisting corporate clients with their financial decision-making processes. HawsGoodwin Wealth focuses on protecting capital, growing wealth, and optimizing taxes through comprehensive financial planning. By offering tailored investment strategies, the firm aims to help individuals, families, trusts, and businesses achieve their financial goals and attain greater financial freedom.
Quest Capital Management
Acquisition in 2021
Quest Capital Management, Inc. is a financial services firm dedicated to assisting clients in achieving their financial goals and objectives. The company specializes in comprehensive financial planning and wealth management, offering a range of services that include cash flow planning, investment management, tax planning, estate planning, and risk management. With a team of fifteen CERTIFIED FINANCIAL PLANNER™ professionals, collectively possessing over 150 years of experience, Quest Capital Management emphasizes the importance of tailoring financial strategies to align with clients' life stages and individual circumstances. The firm aims to provide clients with guidance that adapts to their evolving needs, ensuring they are well-equipped to navigate significant life events and secure their financial well-being.
Epstein & White Financial
Acquisition in 2021
Epstein & White is a financial services firm focused on retirement planning and wealth management for mass affluent and high net worth clients. The company offers a comprehensive range of services, including asset protection, legacy planning, social security guidance, retirement income management, and 401k rollovers. Epstein & White is dedicated to helping clients achieve their financial goals through tailored insurance and investment products.
Hart Capital Management
Acquisition in 2021
Hart Capital Management, Inc. is an employee-owned hedge fund manager based in Spokane, Washington, with an additional office in Coeur d'Alene, Idaho. Founded in 1998, the firm specializes in asset management and financial planning for individuals, high net worth clients, pension plans, and corporations. Hart Capital focuses on managing separate client-centered equity and fixed income portfolios, primarily investing in public equity and fixed income markets. The firm adopts an absolute return strategy, utilizing fundamental analysis and in-house research to identify value stocks for its portfolios. In addition to managing investments, Hart Capital offers advisory services related to charitable giving, retirement, and business planning. As of December 31, 2020, Hart Capital operates as a subsidiary of Mercer Global Advisors Inc.
Pinnacle Wealth Solutions
Acquisition in 2021
Pinnacle Wealth Solutions specializes in financial and wealth planning services for individuals, families, business owners, corporate executives, and charities. Founded in 1985 by G. Carl Mahler, Jr., CFP®, the firm is dedicated to empowering clients to achieve their financial goals and enjoy their lives to the fullest. Pinnacle Wealth Solutions offers a wide range of services, including retirement and tax planning, insurance planning, education funding, and investment and asset management. By providing tailor-made solutions, the firm aims to help clients navigate their financial needs and secure their futures.
First Ohio Planning
Acquisition in 2020
First Ohio Planning, LLC is a financial services company based in Columbus, Ohio, specializing in asset management. As a subsidiary of Mercer Global Advisors Inc. since January 2020, it offers a range of services including investment management and financial management. The firm also provides business programs designed to meet the financial needs of its clients, focusing on delivering tailored solutions to help them achieve their financial goals.
Adam Financial Associates
Acquisition in 2019
Adam Financial Associates, Inc., located in Boca Raton, Florida, has been dedicated to providing personalized financial planning and wealth management services for over two decades. The firm caters to a diverse clientele, including individuals, couples, and particularly women, helping them create a secure financial future. Adam Financial Associates offers a range of services, including investment management, insurance, tax strategies, estate planning, and retirement advice. By focusing on customized, fee-only financial solutions, the firm empowers its clients to navigate their financial journeys with confidence and support.
Sage Future Financial
Acquisition in 2019
Sage Future Financial, LLC is an independent fee-only financial planning and wealth management firm founded in 2009 and based in Albuquerque, New Mexico. The firm offers a range of services, including investment management, retirement planning, tax planning, estate planning, college funding strategies, and legacy planning. It primarily serves high-net-worth households, managing approximately $100 million in assets for around 45 clients. Through its personalized approach, Sage Future Financial aims to provide comprehensive financial strategies tailored to the unique needs of its clients.
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.
Dragon Financial Group
Acquisition in 2019
Dragon Financial Group is a private investment firm located in San Mateo, California, and operates as a subsidiary of Mercer Advisors Inc. The firm specializes in financial planning and investment management services, offering a range of solutions that include wealth management, bookkeeping, investment strategy, insurance services, and tax services. Dragon Financial Group aims to assist entrepreneurs, individuals, and businesses in effectively managing their finances and achieving their short, medium, and long-term financial objectives.
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.
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 Company
Acquisition in 2018
Sigma Investment Management is an investment management company that offers institutional-style services to a diverse clientele, including individuals, families, trusts, charitable endowments, corporations, and retirement plans. The firm specializes in creating customized portfolio strategies aimed at effectively managing risk while catering to both short-term needs and long-term objectives. In addition to investment advising and retirement plan assistance, Sigma provides nondiscretionary services tailored to meet specific goals. This approach enables clients to develop rational, long-term investment plans that are diversified across various asset types.
Beacon Wealth Management
Acquisition in 2018
Beacon Wealth Management, founded in 2002 by Mark Germain, offers a range of wealth management services aimed at comprehensive financial planning and investment management. With a dedicated team of six staff members, the firm serves approximately 170 clients and households, providing tailored solutions that include asset management, retirement planning, estate planning, and tax-efficient portfolio management. Beacon Wealth Management is committed to helping clients achieve their financial goals through personalized strategies and expert guidance.
GFS Private Wealth
Acquisition in 2018
GFS Private Wealth specializes in delivering comprehensive wealth management services tailored for affluent individuals and their families. The firm focuses on aligning financial decisions with clients' personal goals, offering a diverse range of solutions that include investment management, financial planning, family office services, retirement benefits and distribution planning, estate planning, and tax management. By providing expert guidance and support, GFS Private Wealth aims to simplify the financial lives of its clients while helping them sustain and grow their long-term wealth.
Murray
Acquisition in 2018
Murray & Co. is a privately owned registered investment advisor established in 1999, specializing in providing tailored investment counseling and portfolio management services. The firm caters to a diverse clientele, including high net worth individuals and families, endowments, non-profit foundations, and corporate pension funds. Murray & Co. emphasizes delivering high-quality advisory services focused on achieving appropriate returns and consistent results for its clients. The firm operates in compliance with regulations, offering its asset management services in states where it is lawfully registered.
Ray Mignone & Associates
Acquisition in 2017
Ray Mignone & Associates is a financial services firm based in Little Neck, New York, specializing in financial planning and investment management. The company provides a range of services, including retirement and financial planning, estate and tax planning, and strategic portfolio management. By offering customized portfolios tailored to the unique needs of each client, Ray Mignone & Associates aims to help individuals optimize their wealth and achieve their financial goals.
Fabian Wealth Strategies
Acquisition in 2016
Fabian Wealth Strategies, Inc. is a registered investment advisor that specializes in providing investment advisory services, particularly in the area of exchange-traded funds. Managed by Doug Fabian, the firm combines asset management with investor education, aiming to create effective wealth management solutions for its clients. As a subsidiary of Mercer Advisors Inc., Fabian Wealth Strategies focuses on delivering tailored financial guidance and strategies to help clients achieve their investment goals.
Pegasus Advisors
Acquisition in 2016
Pegasus Advisors, LLC is an investment advisory firm based in Dallas, Texas, specializing in financial, tax, and investment planning services for both individual and business clients. Established in 2000, the firm provides a comprehensive range of services, including financial goal planning, risk management, estate planning, tax planning and preparation, portfolio analysis, investment allocation, retirement planning, and cash flow planning. Additionally, it offers education funding and business planning services, along with ongoing consultation to support clients in achieving their financial objectives. As of 2016, Pegasus Advisors operates as a subsidiary of Mercer Advisors Inc.
Kanaly Trust
Acquisition in 2016
Kanaly Trust Company is a privately owned investment management firm based in Houston, Texas, founded in 1975. The firm specializes in providing financial planning, wealth management, and trusts and estate planning services primarily to high net worth individuals, estates, and families. It manages and advises over $2 billion in assets, focusing on client-centered equity and fixed income portfolios. Kanaly Trust invests in the public equity, fixed income, and real estate markets within the United States. The firm is known for its personalized approach to managing and planning financial affairs, guided by an experienced executive management team.
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