Mercer Advisors
Mercer Advisors Inc. is a privately owned investment manager and total wealth management firm based in Santa Barbara, California. Founded in 1985, the firm specializes in providing comprehensive services, including investment management, financial planning, estate planning, tax management, and retirement benefits. It caters to a diverse clientele, ranging from affluent individuals and families to institutions, corporations, and non-profit organizations. With nearly $6 billion in assets under management, Mercer Advisors focuses on creating tailored solutions for high-net-worth clients and offers separate client-focused portfolios that include public equity and fixed income investments. The firm emphasizes dividend-paying stocks and investment-grade fixed-income instruments, ensuring a strategic approach to wealth accumulation and preservation.
Rowland Carmichael Advisors, Inc. is an investment advisory firm based in Scottsdale, Arizona, established in 1988. The firm provides a range of wealth management services tailored to high net worth individuals, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, and corporations. Its investment strategies include high dividend, balanced, and aggressive growth approaches, focusing on both stocks and bonds. Additionally, Rowland Carmichael Advisors offers estate planning, retirement planning, education planning, investment, and tax planning services. The firm has built a strong reputation for its comprehensive wealth management solutions, particularly in retirement planning for corporate clients. As of January 2021, Rowland Carmichael Advisors operates as a subsidiary of Mercer Global Advisors Inc.
McGee Wealth Management is a wealth management firm located in Portland, Oregon, established in 1975. The firm offers a range of financial advisory services, including business planning, financial consulting, estate planning, investment management, and tax planning. In addition to these core services, McGee Wealth Management specializes in brokerage services and provides support for life events and trust services. With decades of experience, the firm is dedicated to enhancing clients' personal success and quality of life, helping them achieve their financial dreams through tailored strategies and insights. The firm is overseen by an experienced executive management team.
M.J. Smith and Associates is a financial planning and investment management firm that specializes in creating tailored financial and life plans for its clients. The firm offers a range of services including retirement planning, estate planning, risk management, and portfolio design and monitoring. By focusing on the unique circumstances of each client, M.J. Smith and Associates aims to support their clients' aspirations and goals, guiding them towards making strategic long-term investment decisions. As a subsidiary of Mercer Global Advisors Inc., the firm is committed to providing comprehensive financial solutions that reflect the individual needs and objectives of its clientele.
Republic Wealth Advisors, LLC, founded in 2001 and located in Austin, Texas, is a registered investment advisory firm that specializes in providing investment management and wealth management advisory services. The firm offers tailored financial guidance to individuals, families, and institutions, focusing on a fee-only model to ensure transparency and alignment of interests. By emphasizing customizable solutions, Republic Wealth Advisors aims to meet the unique financial needs of its clients, helping them navigate their wealth management journeys effectively.
As of August 14, 2019, Regent Wealth Management Group operates as a subsidiary of Mercer Global Advisors Inc.
Jackson Financial Management is a prominent wealth management firm dedicated to serving high net worth households across the United States. The company specializes in a range of wealth management services, including investment strategy reviews, investment due diligence, portfolio design, asset allocation, and performance management. By offering tailored financial solutions, Jackson Financial Management aims to help clients achieve their investment goals and effectively manage their wealth.
McDermott Advisory Group, a respected RIA firm. McDermott provides a full complement of financial planning, investment management, and related services to its affluent and high net worth clients.
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.
Pinnacle Investment Management Inc. is a comprehensive wealth management firm committed to helping clients improve their long-term financial success. We help them grow, and conserve their wealth and optimize their financial decsions. We specialize in financial planning, investment management and retirement planning.
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.
Their approach to wealth management goes well beyond just managing client portfolios.Their service model includes a detailed retirement planning analysis, the reviewing of tax returns for outlining tax strategies, and managing estate planning documents to ensure a smooth transition to the next generation. Their executive clients receive guidance on exercising their stock options and their small business owner clients lean on us to help with finalizing succession plans to sell their company.They like to be fully engaged with their all clients and their families.
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