(PRNewswire) - Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Jordan Financial Strategies, LLC. Jordan, a respected wealth management firm located in Denver, Colorado, serves clients with assets under management (AUM) of approximately $120 million.
Kristy R. Jordan, CFP®, ChFC®, CLU®, founded Jordan in 1998 and she and her team have been helping their clients achieve financial freedom through comprehensive wealth management and financial planning for many years.
Commenting on the transaction, Kristy stated: "We focus on helping our clients achieve their economic goals by offering clarity, insight, and partnership in all market conditions anchoring on comprehensive financial planning. As I looked toward my own succession planning, I focused on looking for a partner that would continue to work with me in my mission to serve my clients with excellence and sharing the same business virtues and values. After meeting with Dave Welling, Mercer Advisors CEO, and David Barton, Mercer Advisors Vice Chairman, who leads mergers and acquisitions, it was clear to me they were the best platform partner for my clients and my team. Like Jordan, Mercer Advisors leads with financial planning, our investment philosophies are closely aligned, and they have in-house family office services like estate planning, tax return preparation, and corporate trustee services that allow me to expand the service offering to my clients. This is a perfect cultural fit for us."
David Barton, Vice Chairman of Mercer Advisors, who led the acquisition of Jordan on behalf of Mercer Advisors stated: "Kristy has built a solid business with a strong team. She leads with financial planning as we do, and we could not be more excited about Kristy and her team joining Mercer Advisors."
Dave Welling, Chief Executive Officer of Mercer Advisors, said, "Kristy leads a highly respected wealth management team and will fit in seamlessly with our already strong presence in Colorado, including our National Hub located in downtown Denver. We are thrilled they are joining the Mercer Advisors team and look forward to working together to help deliver meaningful results for our shared clients."
About Mercer Advisors
Established in 1985, Mercer Global Advisors Inc. ("Mercer Advisors") is a total wealth management firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with over $37 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 760 employees, and operates nationally through 80+ offices across the country. For more information, visit www.merceradvisors.com.
Data as of June 30, 2022. AUM includes affiliates and wholly owned subsidiaries.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through its affiliation with Advanced Services Law Group, Inc. Corporate Trustee services are offered through National Advisors Trust Company. Tax preparation and tax filing are a separate fee from Mercer Advisors' investment management and planning services.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. A Chartered Financial Consultant (ChFC®) or Chartered Life Underwriter (CLU®) designation indicates that an individual has completed a comprehensive program of study and ongoing credentialing requirements that are governed by The American College of Financial Services.
Chris Tofalli Public Relations, LLC
SOURCE Mercer Global Advisors Inc.
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Mercer Global Advisors Inc.
September 7, 2022