Mercer Global Advisors Acquires Benchmark Wealth Management
September 3, 2024
Mercer Global Advisors (Mercer Advisors) has acquired Benchmark Wealth Management, a Registered Investment Adviser based in Old Lyme, Connecticut that oversees approximately $412 million in assets for more than 300 primarily high-net-worth clients. The deal expands Mercer’s presence in Connecticut and the Northeast while adding Benchmark’s high-net-worth financial planning and wealth management capabilities to Mercer’s national RIA platform.
- Targets
- Benchmark Wealth Management, LLC
- Platforms
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Industry
- Financial Services
- Location
- Connecticut, United States
- Transaction Type
- Addon
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