Mercer Advisors Acquires Frango Financial

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.

Mercer Advisors Acquires Fure Financial Corporation

June 7, 2022

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Fure Financial Corporation, a Bloomington, Minnesota-based Registered Investment Adviser that manages approximately $260 million in AUM for about 300 clients. The Fure Financial team will join Mercer Advisors as the firm expands its Central U.S. / Twin Cities presence and gains back-office scale and additional service capabilities for clients.

Mercer Advisors Acquires McConnell Financial Advisors

December 16, 2025

Wealth Management

Mercer Global Advisors (Mercer Advisors) has acquired McConnell Financial Advisors, a boutique Boise, Idaho-based financial planning firm with approximately $130 million in AUM. The deal expands Mercer’s presence across Boise and Sun Valley and bolsters its Women & Wealth-focused advisory capabilities while preserving McConnell’s relationship-driven planning approach.

Mercer Advisors Acquires Andesa Financial Management, Inc.

April 4, 2023

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) acquired Andesa Financial Management, Inc., a wealth management firm based in Allentown, Pennsylvania. The deal expands Mercer Advisors' presence in Pennsylvania and the Eastern U.S., adding Andesa's team, approximately $330 million AUM and 260 clients to Mercer's national RIA platform.

Mercer Advisors Acquires Family Wealth Planning Group

August 1, 2025

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired Family Wealth Planning Group and its affiliate Family Wealth Tax Advisory, a Naples, Florida-based wealth and tax planning firm overseeing approximately $1.2 billion in client assets. The deal expands Mercer’s presence in Southern Florida and adds wealth, tax and estate planning capabilities while retaining the nine-member Family Wealth team.

Mercer Advisors Acquires Financial Partners Group (Gallatin, TN)

February 19, 2025

Wealth Management

Mercer Global Advisors (Mercer Advisors) has acquired Financial Partners Group (FPG), an investment advisory and financial planning firm based in Gallatin, Tennessee that manages $660 million in client assets. The deal expands Mercer’s presence in the Nashville metro area and brings FPG’s family-office and retirement-planning capabilities into Mercer’s national RIA platform.