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.
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.
Paragon Wealth Strategies
Acquisition in 2023
Paragon Wealth Strategies, LLC is a financial consultancy based in Jacksonville, Florida, established in 2008. The company specializes in providing a range of financial services, including retirement planning, wealth management, investment management, and financial planning for both individuals and businesses. Paragon Wealth Strategies focuses on delivering tailored solutions that align with clients' specific risk profiles and return expectations, allowing for a comprehensive approach to financial well-being.
Mallard Financial Partners
Acquisition in 2023
Mallard Financial Partners is an investment service company that offers investment management and financial planning services.
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.
Vintage Financial Services
Acquisition in 2022
Vintage Financial Services specializes in wealth management and financial advisory services for private individuals across the United States. The firm offers a range of services including investment management, retirement planning, financial planning, pension lump sum analysis, and income tax preparation. By focusing on an unbiased and proactive approach, Vintage Financial Services aims to help clients achieve a secure and comfortable retirement.
Regis Management
Acquisition in 2022
Regis Management is an independent investment office focused on serving ultra-high net worth clients, multigenerational families, and foundations. The firm specializes in marketable securities, alternative investments, and private investments, providing customized investment management solutions tailored to the unique goals and needs of each client. In addition to investment management, Regis Management offers tax consulting, return preparation, and philanthropy services, helping clients enhance tax efficiency and achieve their financial objectives. With a consultative approach, the firm aims to deliver exceptional client service and act as a trusted advisor, facilitating meaningful relationships with intermediaries and service providers to support its clients' complex, multigenerational aspirations.
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.
Sanford Advisory
Acquisition in 2022
Sanford Advisory is a financial services firm based in Portage, Michigan, specializing in financial planning and related consulting services. The company offers a range of services, including financial assessment, retirement benefits management, estate planning, and distribution planning for both individuals and businesses. In addition to these core offerings, Sanford Advisory also provides corporate employee benefits and asset management services, ensuring that clients receive comprehensive support tailored to their financial needs. Through its expertise, the firm aims to assist clients in navigating complex financial landscapes and achieving their financial goals.
Convergent Wealth Management
Acquisition in 2022
Convergent Wealth Management is a full-service investment advisory firm dedicated to helping clients build and sustain their wealth. The firm offers a comprehensive range of financial services, including investment management, estate planning, college planning, risk management, tax advice, and business services. Convergent Wealth Management caters to working professionals, entrepreneurs, small business owners, and individuals approaching retirement, providing personalized financial planning and tailored investment strategies. Through its commitment to client-focused service, the firm aims to be a lifelong financial partner for its diverse clientele.
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.
Cordasco Financial Network
Acquisition in 2022
Cordasco Financial Network is a financial advisory firm that provides comprehensive services to individuals, families, and businesses. The firm specializes in financial planning and retirement services, focusing on helping clients achieve financial success. Its offerings include investment management, insurance solutions, retirement analysis, tax optimization, and cash flow management. By delivering these services, Cordasco Financial Network aims to empower clients to make informed financial decisions that align with their goals and enhance their overall financial well-being.
ACG Wealth
Acquisition in 2021
ACG Wealth is a wealth management firm that focuses on serving high-net-worth individuals, families, and their businesses. The firm provides a range of financial services, including active investment management, insurance assessments, and retirement plan advisory. ACG Wealth emphasizes personalized financial support tailored to the specific needs of its clients, offering both online investing options and human guidance to ensure transparency and effective management of wealth. Through its comprehensive approach, the firm aims to enhance the financial well-being of its clients by delivering customized solutions and expert advice.
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.
AFI Wealth Strategies
Acquisition in 2021
AFI Wealth Strategies is a wealth management firm based in Green Bay, Wisconsin, specializing in services for high-net-worth individuals, families, and their businesses. The firm employs a team-based approach to financial planning, which provides clients with a diverse range of expertise. AFI Wealth Strategies offers a comprehensive suite of services, including financial and business planning, institutional consultation, longevity planning, and sustainable investing. Additionally, the firm focuses on portfolio management and the creation of tailored wealth strategies, assisting clients in effectively channeling their investments and making informed financial decisions.
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.
Atlanta Financial Associates
Acquisition in 2021
Atlanta Financial Associates' main objective is to help the clients to achieve Financial Independence Together(FIT). FIT process has altered and enhanced the path to wealth for hundreds of families from retirees, physicians, divorcees, executives, business owners, and young professionals. Financial Independence Together is a systematic and organized analysis and roadmap to guide through the current situation as well as the family’s financial wellness for decades to come. Atlanta Financial Associates offer comprehensive wealth management services through its Fit Process that includes customized financial planning, investment management, and ongoing advice and solutions to help optimize your overall financial picture and plan for the future.
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.
Republic Wealth Advisors
Acquisition in 2019
Republic Wealth Advisors, LLC is a registered investment advisory firm based in Austin, Texas, established in 2001. The firm specializes in providing investment management and wealth management advisory services tailored to the needs of individuals, families, and institutions. As a fee-only firm, Republic Wealth Advisors emphasizes a personalized approach to wealth management, offering customizable solutions to help clients achieve their financial goals.
Dragon Financial Group
Acquisition in 2019
Dragon Financial Group is a provider of financial planning and investment management services.
Bell Wealth Management
Acquisition in 2018
Bell Wealth Management operates as a registered investment adviser. Bell Wealth Management provides comprehensive wealth management to affluent and high net worth clients, and has been helping people achieve their financial goals for over 20 years.
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.
Traust Sollus Wealth Management
Acquisition in 2018
Traust Sollus Wealth Management is a boutique firm that specializes in providing comprehensive wealth management services for high net worth individuals. The firm focuses on sophisticated financial planning, investment management, and tax planning strategies. By offering tailored financial advisory and insurance solutions, Traust Sollus aims to assist clients in making informed financial decisions and optimizing their wealth. Through its expertise, the firm seeks to enhance clients' profits and cash flows while addressing their unique financial needs.
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.
Blue Moon Wealth Advisory
Acquisition in 2017
Blue Moon Wealth Advisory LLC, established in 2014 and located in Bellevue, Washington, provides comprehensive investment advisory and financial planning services. As a subsidiary of Mercer Advisors Inc., the firm focuses on wealth management that extends beyond portfolio management. Its offerings include detailed retirement planning analyses, tax strategy development through tax return reviews, and estate planning to facilitate smooth generational transitions. The firm also caters to executive clients by providing guidance on stock option exercises and assists small business owners with succession planning for company sales. Blue Moon Wealth Advisory emphasizes active engagement with clients and their families to foster long-term financial success.
Novos Planning Associates
Acquisition in 2017
Novos Planning Associates is an investment advisory firm based in New York City. The company specializes in providing a range of financial services, including wealth management, financial planning, and pension consulting. Additionally, Novos Planning Associates offers portfolio management services tailored to meet the needs of its clients, helping them to navigate their investment strategies effectively. Through its comprehensive approach, the firm aims to support individuals and organizations in achieving 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 operates as an investment advisory firm.
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