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Mercer Advisors Acquires Argosy Wealth Management, Inc.

DENVER, June 30, 2020 /PRNewswire/ — Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Argosy Wealth Management, Inc. (“Argosy”), a respected wealth management firm located near Beverly Hills, California. Argosy serves approximately 300 households with assets under management (AUM) of approximately $330MM. Michael Karon (“Michael”) CFP®, AIF®, MBA, and Alex Kimura (“Alex”) CFP®, AIF®, MBA co-founded Argosy in 2010 delivering full service financial planning and investment management services to their high net worth (HNW) clientele. Michael and Alex will be joining Mercer Advisors along with their seven staff members.

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