Mercer Advisors Acquires Family Wealth Planning Group
August 1, 2025
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.
- Targets
- Family Wealth Planning Group, Family Wealth Tax Advisory
- Industry
- Financial Services
- Location
- Florida, United States
- Transaction Type
- Buyout
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