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)
Location
Connecticut, United States
Transaction Type
Addon

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