Partner with us.

Many firms who operate as fiduciaries and share our commitment to serving clients have joined Mercer Advisors.

We have a proven track record of successfully integrating 25 acquisitions.

Whether you’re exploring succession planning, expanding your service offerings (in-house tax and estate planning), or increasing operational scale, we invite you to talk to us.

Talk To Us

“Pay attention to the softer things, like the cultural comparisons and getting to know the people. These are going to be people you see every day, so spend the time and get to know them outside of the office setting. For our industry, this is probably one of the most important issues we are all facing, so make sure you get started now, obtain professional advice, and find the right partner. We did and couldn’t be happier!”

KARA DUCKWORTH, DUCKWORTH WEALTH ADVISORS

All Acquisitions

Looking for partnership solutions?

We help RIAs with growth, succession planning or exit strategies. We offer a myriad of solutions to help take care of and service existing clients. Speak with our Vice President of Business Development, William Perysian.

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