Mercer Advisors Acquires Jordan Financial Strategies, LLC

Mercer Advisors Acquires Lewis Wealth Management

May 8, 2025

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors), a national RIA, has acquired Denver-based Lewis Wealth Management, LLC, an advisory firm led by Austin Lewis that manages roughly $75 million in client assets. The deal expands Mercer’s footprint and client assets in the Denver area while providing a succession plan and access to Mercer’s broader family office and back‑office capabilities.

Mercer Advisors Acquires Wrenn Financial Strategies

January 13, 2022

Financial Services

Mercer Advisors (Mercer Global Advisors, Inc.) has acquired Wrenn Financial Strategies, a Raleigh, North Carolina-based wealth management firm with approximately $238 million in AUM serving over 150 clients. The deal brings Wrenn's advisory team into Mercer as part of the founders' succession/transition plan and expands Mercer's presence in the Carolinas.

Mercer Advisors Acquires AFI Wealth Strategies

June 23, 2021

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors) acquired A. Farah Investments, LLC dba AFI Wealth Strategies, a Green Bay, Wisconsin-based wealth management practice, in June 2021. AFI manages roughly 220 clients with about $240 million AUM and its team will join Mercer, strengthening Mercer's presence in the central United States and expanding its advisory footprint and client services.

Mercer Advisors Acquires Starks Financial Group, Inc.

July 6, 2022

Financial Services

Mercer Global Advisors (Mercer Advisors), a Denver-based national RIA majority owned by Oak Hill Capital and Genstar Capital, has acquired Starks Financial Group, a women-founded financial planning and wealth management firm in Asheville, North Carolina with approximately $250 million AUM. The deal expands Mercer’s Southeast presence, adds talent and client relationships, and provides a succession path for Starks’ founders.

Mercer Advisors Acquires Glass Jacobson Wealth Advisors

December 13, 2025

Financial Services

Mercer Advisors, a Denver-based national RIA, has acquired Glass Jacobson Wealth Advisors, a Baltimore-based wealth management firm overseeing approximately $1 billion in assets under management. The deal expands Mercer's Mid-Atlantic footprint and brings Glass Jacobson's tax-integrated wealth management capabilities onto Mercer's national platform.

Mercer Global Advisors Acquires Paragon Wealth Strategies, LLC

December 5, 2023

Wealth Management

Mercer Global Advisors, a national RIA backed by Oak Hill Capital and Genstar Capital, has acquired Paragon Wealth Strategies, a Jacksonville-based wealth management firm managing approximately $495 million in AUM and serving over 400 clients. The deal expands Mercer’s footprint and capabilities in Florida and brings Paragon’s partners and advisory team into Mercer’s national platform.