Many firms who operate as fiduciaries and share our commitment to serving clients have joined the Mercer Advisors team since 2016. By becoming a part of the Mercer Advisors team, you gain access to a firm with national presence and scale and complete back office support, so advisors can focus on client needs. Advisory firms who join Mercer Advisors share a common vision of working with clients to help them live enriched lives and gain clarity on their paths to economic freedom.
We have a proven track record of successful M&A integration. Whether you’re exploring succession planning, looking to expand your service offerings or desiring to increase operations scale to focus on clients, we invite you to speak with us.
November 15, 2018
November 12, 2018
November 5, 2018
September 18, 2018
Jan 09, 2018
March 7th, 2018
September 8, 2017
August 16, 2017
March 5, 2018
July 12, 2017
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.
You are leaving the Mercer Global Advisors website and will be redirected to the Science of Economic Freedom (SOEF) website. SOEF is brought to you by Mercer Advisors Inc., the parent company of Mercer Global Advisors Inc., and is not involved with investment services. Mercer Global Advisors Inc. is an SEC-registered investment adviser headquartered in Denver, CO.
The Science of Economic Freedom website should not be construed by any consumer and/or prospective client as Mercer Advisors’ solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on the SOEF website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Mercer Advisors.