Press Releases

Press Releases

Reading newspaper

Mercer Advisors aspires to be the Mayo Clinic of Wealth Management – Denver Business Journal

February 8, 2019

Mercer Advisors Acquires Bay Area RIA Dragon Financial Group

January 4, 2019

Reading newspaper

10 Year-End Tips to Cut Clients’ Tax Bills

December 13, 2018

Mercer Advisors acquires Bell Wealth Management

December 12, 2018

Mercer Advisors Continues Expansion with Acquisition Of McDermott Advisory Group, LLC

November 27, 2018

Mercer Advisors Acquires Financial & Investment Management Group, Ltd.

November 15, 2018

Mercer Advisors Moves Toward $14 billion AUM with Sigma Deal

November 12, 2018

Mercer Advisors’ CEO Explains Why Rising Private Equity Involvement in the RIA Business is Flat-out Great

October 22, 2018

Mercer Advisors Launches RIA Partnership Educational Series

September 18, 2018

Mercer Advisors Launches Comprehensive Women’s Initiative – InvestHERs

July 18, 2018

Mercer Advisors Acquires Traust Sollus Wealth Management

March 5, 2018

Mercer Advisors Acquires Austin-based Murray & Co. Asset Management

February 28, 2018

Ready to learn more?

Explore More

Nonprofit executive talking with wealth advisors in office

Taxes

Building Financial Stability: How Nonprofits Can Prepare for Economic Downturns

May 14, 2025

Retirement

Don’t Leave Retirement Money Behind — How To Find Old 401(k) Accounts

May 13, 2025

Personal Finance

What Does a Fiduciary Do? Understanding the Role of Trusted Advisors

May 12, 2025

Continue Browsing