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Mercer Advisors acquires M.J. Smith and Associates, Inc.

DENVERJuly 8, 2020 /PRNewswire/ — Mercer Global Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of M.J. Smith and Associates, Inc., a respected wealth management firm located in Denver, Colorado. M.J. Smith serves approximately 490 households with assets under management (AUM) of approximately $910 millionMark J. Smith (“Mark”), CFP®, CPA/PFS, CIMA® founded M.J. Smith in 1983 delivering full service financial planning and investment management services to their high net worth clientele. Mark will be joining Mercer Advisors along with his eleven staff members.

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