Mercer Advisors Acquires Brighton Financial Planning (Middleton Financial Management, LLC)
December 6, 2023
Mercer Global Advisors (Mercer Advisors) has acquired Middleton Financial Management, LLC, doing business as Brighton Financial Planning, a fee-only RIA with approximately $90 million of AUM and operations in New Jersey and South Carolina. The deal brings Brighton's team and clients into Mercer’s national platform to provide scale, middle- and back-office support, and additional estate and tax services while allowing founder John P. Middleton to focus on client service.
- Targets
- Middleton Financial Management, LLC (dba Brighton Financial Planning)
- Sellers
- John P. Middleton, Middleton Financial Management, LLC
- Industry
- Financial Services
- Location
- United States
- Transaction Type
- Buyout
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