Mercer Advisors Acquires Summit Wealth Advisors, Inc.

DENVER, Aug. 5, 2020 /PRNewswire/ — Mercer Global Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Summit Wealth Advisors, Inc. (“Summit“), a respected wealth management firm located in Frisco, Colorado with assets under management (AUM) of approximately $130 million. Robert Fred Lau (“Bob”) founded Summit in 1993 to deliver full service financial planning and investment management services to their mass affluent and high net worth (HNW) clientele. Emily Ann Messegee (“Emily”), CFP®, also a shareholder and Client Advisor, will also be joining Mercer Advisors along with the Summit team.