Mercer Advisors Acquires Beach Freeman Lim & Cleland

Mercer Advisors Acquires Family Wealth Planning Group

August 1, 2025

Financial Services

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.

Mercer Advisors Acquires Berkson Asset Management and Steven M. Berkson, CPA

June 8, 2022

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) acquired Berkson Asset Management, Inc. and Steven M. Berkson, CPA, A Professional Corporation, expanding Mercer's presence in California. Berkson — a Woodland Hills-based wealth management, tax and accounting practice managing roughly $185 million AUM for about 100 clients — will join Mercer's Woodland Hills location with the entire Berkson team.

Mercer Advisors Acquires Brighton Financial Planning (Middleton Financial Management, LLC)

December 6, 2023

Financial Services

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.

Mercer Advisors Acquires Lewis Wealth Management

May 8, 2025

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors), a national RIA, has acquired Denver-based Lewis Wealth Management, LLC, an advisory firm led by Austin Lewis that manages roughly $75 million in client assets. The deal expands Mercer’s footprint and client assets in the Denver area while providing a succession plan and access to Mercer’s broader family office and back‑office capabilities.

Mercer Advisors Acquires Sanford Advisory Services, LLC

May 4, 2022

Wealth Management

Mercer Global Advisors, Inc. has acquired Sanford Advisory Services, LLC, a Portage, Michigan-based wealth management firm managing approximately $1.1 billion in AUM/A and serving about 1,100 clients. The Sanford team of ten professionals, including founders Todd Sanford, Scott Williams and Brent Kerstetter, will join Mercer as the firm expands its Central U.S. presence.

Mercer Advisors Acquires McConnell Financial Advisors

December 16, 2025

Wealth Management

Mercer Global Advisors (Mercer Advisors) has acquired McConnell Financial Advisors, a boutique Boise, Idaho-based financial planning firm with approximately $130 million in AUM. The deal expands Mercer’s presence across Boise and Sun Valley and bolsters its Women & Wealth-focused advisory capabilities while preserving McConnell’s relationship-driven planning approach.