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RIA Mercer Advisors acquires Beacon Wealth Management.

M2 EQUITYBITES-November 13, 2018-RIA Mercer Advisors acquires Beacon Wealth Management


Registered investment advisor (RIA) Mercer Advisors Inc. has announced the acquisition of boutique wealth management firm Beacon Wealth Management (BWM), emphasizing sophisticated financial planning for high net worth individuals, the company said.

The addition of BWM's Hackensack, New Jersey and Palm Beach, Florida offices deepens Mercer's footprint in the Northeast and Southeast, increases Mercer's total offices over 30, and, with USD 230 million of Assets Under Management (AUM), increases Mercer's AUM to over USD 13 billion.

Mercer Advisors Inc. is a total wealth management firm that provides comprehensive, fee-only investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. Mercer Advisors is the parent company of Mercer Global Advisors.

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Publication:M2 EquityBites (EQB)
Date:Nov 13, 2018
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