Partner with us.

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.

“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

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.

Thanks for visiting!

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.