Our CEO Dave Welling has been recognized in the Denver Business Journal’s 2025 Power Book, which honors influential leaders shaping the future of the Denver community. Under Dave’s leadership, we’ve launched a new private markets program, introduced the ability to manage outside retirement plan assets, and significantly expanded our tax services. These strategic initiatives reflect his commitment to innovation and delivering exceptional value to clients. Dave’s vision is to build the ultimate wealth management platform—one that drives success for clients, team members, and shareholders alike.  

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive this recognition. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.