The criteria I had in seeking a partner was, first, we needed to share core values regarding clients and people. Second, I wanted to offload back office responsibilities and needed to know they would be managed at the highest level. Third, it was important to me that my team had career path opportunities with our new partner.

Argosy and Mercer Advisors share the same client focused values, and I love that the company is deeply loyal to their staff like us and have defined career path opportunities for them. In Mercer Advisors, we have found the right home for our clients and staff.

Beacon’s vision and mission was and is to comprehensively serve the needs of our clients and do so with the utmost integrity and highest acumen. We’ve done that. In searching for a partner to ensure continuity for my team and clients it was critical to me to find a firm that shared my business values and commitment to our fiduciary standard for financial planning and comprehensively serving the needs of our clients.

While other firms could offer similar terms, what was most important to me was finding the perfect convergence of what is right for our clients, our employees, and our stakeholders. As a fiduciary, I believe that every decision we make must pass through a filter which asks ‘Is this good for the client?’ Mercer Advisors shares our values, our investment philosophy, and our passion for serving people.

Mercer Advisors is a great fit for us, like Blue Moon they put their clients first.

The high cultural alignment with Mercer Advisors was a must for us given the various Foundations, Endowments, and number of business retirement plans we are managing. When Dave Barton explained to us that Mercer Advisors has a long history of serving and administrating ERISA plans for small businesses, whether they are standard 401(k), defined benefit or contribution plans, combo plans, or more sophisticated cash balance plans, that was a big deal for us and knew that together we could continue to grow and add value to this clientele.

We are excited to team up with a firm whose philosophy is in lock step with ours. We were looking for a partner that could help us to better serve our clients and provide additional resources. After meeting with Dave Barton, Mercer Advisors’ Vice Chairman in charge of Mergers and Acquisitions, I was convinced Mercer Advisors was the right choice for me and for my clients. We couldn’t be happier.

When we were evaluating potential partners, we knew it had to check two key boxes: that it would be a good move for our clients, and a great place to practice fiduciary-driven financial planning.

Mercer Advisors has the scale to offer a robust set of financial planning and investment services while still offering individualized attention and a high level of client service that has been a hallmark of Dragon Financial.

Our partnership with Mercer Advisors allows us to continue our focus on holistically serving clients, a culture we share. Mercer Advisors will play an important role in supporting our continued growth and scale while further strengthening our ability to meet the current and future needs of our clients.

Mercer Advisors shares our vision of how to provide independent, objective advice without any product sales agenda.

As we celebrated our 35th anniversary of serving clients, we took the time to reflect both back and into the future, determining that this new relationship would allow us to enhance client service, innovation and specialized services. Mercer Advisors was a perfect fit for us and we are glad we made that decision.

We are a dedicated financial planning firm with extraordinary expertise in ERISA plan vehicles. We were looking for a partner that would allow us to continue to flourish in these areas, as well as to provide growth opportunities for the firm and my staff. I met with Dave Barton…together we walked through the pros and cons of a business combination and my conclusion was Mercer Advisors was a great fit for me, my staff, and most important for our clients. The transaction was additive for all concerned and we couldn’t be more excited to join the Mercer Advisors team.

Mercer Advisors’ expertise, culture and alignment with GFS will help ensure the strength of the legacies for our clients. Mercer Advisors allows us to accelerate our growth by combing expertise, as well as increase our outreach in Florida and the Southeast.

We had lots of interest in our firm … After meeting with Dave Barton, Mercer Advisors Vice Chairman heading up mergers and acquisitions, the choice was clear – Mercer Advisors was the perfect fit for us. Dave Barton addressed all our questions and concerns including painting an exciting picture of what the future holds for our team and clients.

After doing extensive reverse due diligence with the Mercer Advisors team, it became clear to me that Mercer Advisors was not only a perfect fit for JFM staff and our clients, it was the only compatible fit given our mandate to operate as a family office advisor to HNW and UHNW clients.

This merger brings together two world-class wealth management firms, which will allow us to expand client resources beyond the high-levels we have today. Our extensive experience working with high-net-worth entrepreneurs and executives, and family offices is highly complementary to Mercer Advisors, and this partnership will allow us to provide those services on a national level.

The ability to design my ‘life after’ sale was important to me as I transition from active operator to just focusing on doing things I love. Working with Mercer Advisors extends my career by creating work-life balance.

I’m thrilled to be working with Mercer Advisors and taking advantage of their large presence with over 40+ locations, true scale with high division of labor, and adding family office services like in-house estate planning, tax return preparation, and corporate trustee services.

It was important to be able to expand the services we could offer our clients and ensure their financial goals were met on all fronts. Joining Mercer Advisors allows us to continue to provide an outstanding service experience for all of our clients and bring added investment, estate and tax resources into our offering to the mix.

We have been a vibrant part of the New York financial community for over 30 years, and this merger allows us to continue our journey under the Mercer Advisors umbrella.

Our affiliation with Mercer Advisors will allow us to deliver a broader range of specialized offerings, including turnkey asset management, in-house estate planning, executive benefits consulting, family office services, and trust administration. We’re now more capable and client-focused than ever before.

PFA was built upon the principle of delivering exceptional client service to physicians across the United States. After speaking with Dave Barton, Vice Chairman leading Mergers and Acquisitions, it was quickly apparent to me that Dave deeply understood the physician and dentist markets, and that Mercer Advisors was the right landing spot for me, my staff, and most importantly our clients.

In today’s more complex and competitive operating environment, firms of our size struggle with splitting our time between servicing our clients, growing our firm, while simultaneously managing our middle and back office. Mercer Advisors’ size, strength, culture and family office structure is the future for firms like us to meet all of our collective goals.

Mercer Advisors’ philosophy is tailor made for our independent approach. They see things the way we do and always put clients first.

Regent was founded and built around holistically servicing our clients’ financial needs at the highest level. It was equally important that we provide unbiased advice to our clients…It was important to me we found a partner that put clients’ interests first like we do.

The questions that had to be answered for us in finding the right partner was first, is this new partner good for our clients—will it add value to them? Second, is this good for our staff? And third, is this partner right for the co-owners of Republic? … At the end of the day Mercer Advisors answered each of these three questions positively for us and they won our hearts and minds.

Mercer Advisors’ “Family Office” business model with in-house estate planning lawyers, tax return professionals and corporate trustee services is a great value add and complements my philosophy of holistically serving all my clients’ financial needs.

After vetting multiple firms, it was clear to me that Mercer Advisors most closely shares my founding philosophy and brings a deep bench of subject matter experts, allowing me to further strengthen my role as an advisor.

This strategic partnership allows us to offer our clients so much more while still remaining part of a privately held fiduciary company that has the same culture and values as ours.

Size means permanence in today’s investment world. The deep bench and extensive resources available to us under Mercer Advisors’ umbrella will help us maintain our foundational commitment of exceeding client expectations – now through a number of expanded service offerings.

We are active community leaders and truly believe in selfless acts of kindness. We hold ourselves to the highest degree of fiduciary standards and professionalism and strive to fulfill the long-term financial objectives of our clients. In talking with David Barton, Mercer Advisors’ Vice Chairman, who leads Mergers and Acquisitions and other members of the Mercer Advisors team, Emily and I knew we found the right partner for us, our staff, and our clients.

The roll up firms that we saw just didn’t have the same approach and culture. We didn’t want to be part of a hodgepodge of firms that they would eventually sell. We wanted to be part of a firm where our people had a chance to grow.

As part of a larger organization we are better positioned to serve our existing clients with a broader range of products and services.