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PR Newswire

Mercer Advisors Acquires Personal Financial Advisors

DENVER, Oct. 8, 2020 /PRNewswire/ — Mercer Global Advisors, Inc. (“Mercer Advisors”), a national SEC-Registered Investment Adviser (RIA), today announced the acquisition of Personal Financial Advisors, LLC (“PFA”), a respected wealth management firm located in Covington, Louisiana. PFA serves approximately 140 clients with assets under management (AUM) of approximately $105 million. Robert J. Reed, Jr., CFP® founded PFA in 1999 delivering full service financial planning and investment management services to their mass affluent and high net worth (HNW) clientele. Robert and his staff of three will be joining the Mercer Advisors team. Read more here.

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