MERCER ADVISORS

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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.

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MERCER ADVISORS

Social Links:

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

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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

drew-kanaly_image

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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Oak Hill Capital Partners

Oak Hill Capital Partners investment in Private Equity Round - Mercer Advisors

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Northleaf Capital Partners

Northleaf Capital Partners investment in Private Equity Round - Mercer Advisors

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Lovell Minnick Partners

Lovell Minnick Partners investment in Private Equity Round - Mercer Advisors

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Lovell Minnick Partners

Lovell Minnick Partners investment in Private Equity Round - Mercer Advisors

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