Mercer Advisors Acquires Wrenn Financial Strategies

Wren Sterling Acquires TW Financial Planning Limited

May 28, 2024

Financial Services

Wren Sterling has acquired TW Financial Planning Limited, a Newcastle-under-Lyme-based advisory firm with three financial planners that services over 750 households and manages approximately £265 million in client assets. The acquisition expands Wren Sterling's national office network into the West Midlands and aims to retain the TW team while leveraging Wren Sterling's technology, central resources and Investment Committee to support future growth.

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.

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 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 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 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.