Mercer Advisors announces the acquisition of Epstein & White Financial LLC, a wealth management firm located in San Diego, California. EWF serves approximately 1,300 clients with client assets of approximately $740 million. Over twenty (20) team members who will be joining the Mercer Advisors’ team. Read to learn more here!
View SourceMore Press Releases
Ready to learn more?
Explore More
Tax Planning
Washington’s Income Tax Debate: Capital Gains, the Millionaires’ Tax, and What Comes Next
March 24, 2026