Longstanding Cincinnati firm extends the region’s wealth management growth trajectory
DENVER, October 14, 2026 –Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (“RIA”), today announced the acquisition of Goal Line Financial, LLC (“Goal Line”), a Cincinnati, Ohio-based wealth management firm.
For more than 23 years, Goal Line has provided a highly personalized, independent wealth management experience to a select group of successful, purpose-driven clients. Led by president and founder Michael (“Mike”) P. Momper, ChFC, CLU, the team takes a comprehensive approach to financial planning,
“Goal Line was built to give clients a boutique, independent wealth management experience,” said Mike Momper, President and Founder of Goal Line Financial. “As we thought about the firm’s next chapter, we wanted a partner who could expand our capabilities without changing what makes us who we are. Mercer Advisors offered the infrastructure, expertise and shared values to help us continue growing, protecting and distributing the assets our clients have worked so hard to build.”
The acquisition further extends Mercer Advisors’ presence across the Ohio Valley and surrounding area, where the firm has operated for 25 years. Since 2019, Mercer Advisors has grown its business in the region from approximately $100 million in assets to more than $4 billion today. The firm’s footprint in the region includes offices in Cincinnati and Westerville, Ohio; Indianapolis, Indiana; Pittsburgh, Pennsylvania; Lexington and Louisville, Kentucky; and Franklin, Gallatin, and Memphis, Tennessee.
Goal Line’s comprehensive planning approach and mission-driven culture make it a natural fit within Mercer Advisors’ planning-first, family office model. By joining Mercer Advisors, the Goal Line team gains access to specialized in-house expertise, expanded client solutions and enterprise-scale infrastructure while maintaining the personalized approach that has defined the firm for over two decades.
“This is a team with deep client relationships and a client-first mindset that fits naturally within our Ohio Valley footprint,” said Chip Workman, Managing Partner and market leader for Ohio Valley and Tennessee at Mercer Advisors. “I’ve watched our Ohio Valley and Tennessee footprint grow into nine offices overseeing more than $4 billion in combined assets. This addition continues that momentum and reinforces our commitment to Cincinnati and the broader Ohio Valley.”
“Goal Line reflects exactly what we look for in a partner firm: a strong culture, deep client relationships and a commitment to fiduciary advice,” said Ted Motheral, Executive Managing Partner, M&A Partner Development at Mercer Advisors. “Firm leaders like Mike want to spend more time with clients and less time managing operations. Mercer Advisors provides the platform, resources and specialty support that let advisors serve more families and deepen client relationships while preserving the personalized experience their clients value.”
For more information about partnering with Mercer Advisors, please visit Partner With Us.
About Mercer Advisors
Mercer Global Advisors, Inc. was named the #1 ranked RIA firm in the nation for the last three years by Barron’s Top 100 Registered Investment Advisor Firms rankings. It is also distinguished as the Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side. Founded in 1985, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors is majority owned by Altas Partners, Oak Hill Capital, Genstar Capital, and GIC. Mercer Global Advisors Inc. is headquartered in Denver, Colorado, is privately held, has 1,730+ employees, and operates nationally through more than 110 locations. Mercer Global Advisors has $111 billion in client assets. For more information, visit merceradvisors.com and partnerwithus.merceradvisors.com/.
Important Information
Company statistics as of July 31, 2026. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.
“Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Tax preparation and filing services are provided by Mercer Advisors Tax Services, LLC. Clients will sign a separate agreement when engaging Mercer Advisors Tax Services that defines the services provided and any additional fees that may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies. Trustee services are offered through select third parties with which a client would sign an additional agreement, and additional fees may apply.
2026, 2025 and 2024 – Barron’s Top 100 RIA methodology
Mercer Global Advisors, Inc. was ranked #1 for non-mega RIA firms. Advisers who wish to be ranked fill out a 100+ question survey about their practice. Barron’s verifies that data with regulatory databases and then Barron’s applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron’s does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. The rankings are awarded each September based on prior 12-month data through June 30th. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s for logo licensing.
2026 Wall Street Journal Buy Side – Best Overall Firm for High-Net-Worth Investors
Buy Side analyzed some of the largest and best-known independent registered investment adviser (RIA) firms and scored those firms based on their fees, advisor credentials, customer support, available services, portfolio construction and account minimum. These factors were weighted based on WSJ reader surveys regarding what they considered most important when choosing an advisor. Prioritized, were firms that have a client base of 50% or more HNWIs according to their most recent Form ADV filing. To be considered a top financial advisor for high-net-worth individuals, a firm has to offer comprehensive wealth management services. Firms were rated on a scale of 1 to 5 stars using a weighted scoring model out of 100 possible points. A 5-star rating represents top performance relative to the field, rather than a requirement to achieve a theoretical perfect score of 100.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
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