Mercer Advisors Acquires Lewis Wealth Management

Mercer Advisors Acquires RMR Wealth Advisors, LLC

June 5, 2023

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired RMR Wealth Advisors, LLC, a Madison, Wisconsin-based wealth management firm founded in 2009. The deal brings RMR’s team, approximately $350 million in AUM and ~150 clients into Mercer’s national RIA platform to expand Mercer’s family office and wealth management capabilities.

Mercer Advisors Acquires Marrs Wealth Management, LLC

December 31, 2020

Wealth Management

Mercer Global Advisors (Mercer Advisors), a national registered investment adviser headquartered in Denver, acquired Marrs Wealth Management, LLC, an Ames, Iowa-based wealth management firm with approximately $215 million AUM serving ~275 clients. The deal closed December 31, 2020, and four Marrs team members (including founders/LLC members Craig Marrs, Andra Reason, and Nathan Brammer) joined Mercer; the move was driven primarily by succession planning and to expand client services and back-office capabilities.

Mercer Advisors Acquires McGee Wealth Management, Inc.

December 31, 2020

Financial Services

Mercer Global Advisors (Mercer Advisors), a Denver-based registered investment adviser, acquired McGee Wealth Management, a Portland, Oregon wealth management firm, effective December 31, 2020. The transaction brings roughly 15 McGee team members and approximately $815 million AUM (serving ~800 clients) into Mercer as part of a succession plan and to augment Mercer’s Portland presence.

Mercer Global Advisors Acquires Benchmark Wealth Management

September 3, 2024

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired Benchmark Wealth Management, a Registered Investment Adviser based in Old Lyme, Connecticut that oversees approximately $412 million in assets for more than 300 primarily high-net-worth clients. The deal expands Mercer’s presence in Connecticut and the Northeast while adding Benchmark’s high-net-worth financial planning and wealth management capabilities to Mercer’s national RIA platform.

Mercer Advisors Acquires Summit Wealth Advisors, Inc.

August 5, 2020

Financial Services

Mercer Advisors (Mercer Global Advisors Inc.) has acquired Summit Wealth Advisors, Inc., a Frisco, Colorado-based wealth management firm with approximately $130 million in assets under management. The deal brings Summit's founders/shareholders — Robert (Bob) Lau and Emily Messegee — and their team into Mercer and expands Mercer’s presence and client services capability in Colorado.

Mercer Advisors Acquires Jordan Financial Strategies, LLC

September 7, 2022

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Jordan Financial Strategies, LLC, a Denver-based wealth management firm with approximately $120 million in AUM. Founder Kristy R. Jordan and her team will join Mercer as part of a succession plan, strengthening Mercer's Denver presence and expanding client services through Mercer’s broader wealth management and family office capabilities.