PR Newswire
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.
10 Year-End Tips to Cut Clients’ Tax Bills
Dec 13, 2018
Albert Zdenek Named Forbes Best-In-State Wealth Advisors 2019
Mar 29, 2019
Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award
Jun 17, 2019
CEO Dave Welling Speaks with CardRates about our Financial Planning Services for Families
Feb 10, 2021
CIO Don Calcagni Joins Bloomberg Live in a Roundtable Discussion on Cryptocurrency
Dec 18, 2020
10 Year-End Tips to Cut Clients’ Tax Bills
Dec 13, 2018
Albert Zdenek Named Forbes Best-In-State Wealth Advisors 2019
Mar 29, 2019
Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award
Jun 17, 2019
CEO Dave Welling Speaks with CardRates about our Financial Planning Services for Families
Feb 10, 2021
CIO Don Calcagni Joins Bloomberg Live in a Roundtable Discussion on Cryptocurrency
Dec 18, 2020