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Guidance for Business Owners: Beneficial Ownership Information Reporting Requirements
October 8, 2024
We get you to think about money like you’ve never thought about it before
Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.
Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.
Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio
Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.
Put simply, we help oversee and connect all the dots of your financial life.
They’re here to help you connect all your financial dots
John Day
Sr. Wealth Advisor
John Day
Sr. Wealth Advisor
CPA/PFS
John has extensive experience assisting businesses and families with financial planning and wealth management. In 1998, he founded Day & Ennis, LLC, a fee-only financial planning firm that became a major independent fiduciary firm in Macon and central Georgia with a second office in Blairsville, Georgia. The firm joined Mercer Advisors in June 2023. John graduated from the University of Georgia with a BBA in Accounting and a Masters degree in accounting. After graduating from college, John joined Arthur Andersen & Co. where he rose to senior manager. He then became Vice-President and Controller of Charter Medical Corporation and later the Chief Financial Officer for CareSouth Health Systems. Currently John serves as the President of the Union County Georgia Rotary Club and is on the board of directors for the Union County Rotary Foundation. John and his wife Diana live in the mountain community of Blairsville, Georgia. He enjoys golf, fitness, hiking, reading mysteries, and fishing.
Matthews Barnett
Wealth Advisor
Matthews Barnett
Wealth Advisor
CFP®, ChFC®
Matthews has worked in the financial services industry since 2012. He served on large broker-dealer teams in Atlanta before transitioning to the fiduciary side in 2020. In 2022, Matthews moved back to his hometown of Macon, Georgia, and worked as a Financial Advisor at Day & Ennis before it merged with Mercer Advisors in 2023. Matthews enjoys helping clients reach their financial goals through comprehensive planning. He has CERTIFIED FINANCIAL PLANNER™ certification and is a Chartered Financial Consultant® professional as well as holder of the FINRA Series 65 license. Matthews received a bachelor of business administration degree from the University of Georgia Terry College of Business. He’s a graduate of the Leadership Macon program of the Greater Macon Chamber of Commerce, and he serves on the Central Georgia Estate Planning Council and the Financial Planning Association. He’s also a member of the Macon Civic Club. His wife is a Valdosta native and Auburn alum, and they have a son. When not working, Matthews enjoys spending time with family and friends, playing golf, traveling, and going to concerts.
Helen Shingler
Sr. Manager, Client Service
Helen Shingler
Sr. Manager, Client Service
with one of our talented wealth advisors who’ll help you connect all your financial dots
We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.
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Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.
October 8, 2024