(Mercer Advisors) - Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (“RIA”), today announced the acquisition of O’Brien Wealth Partners (“O’Brien Wealth”), a Waltham, Massachusetts-based firm providing comprehensive wealth management and planning services to high-net-worth individuals, families and nonprofits. This partnership deepens Mercer Advisors’ footprint in the Greater Boston area and adds a next-gen team aligned with its planning-centric, client-first philosophy. The team manages approximately $1.1 billion in client assets.
Since 1986, O’Brien Wealth has delivered personalized financial planning, investment management and sustainable investing solutions. The firm serves over 500 individuals and families in New England and beyond with a goals-driven approach to financial outcomes. Women and couples who view financial empowerment as a shared value, as well as nonprofits and investors prioritizing sustainability are among the specialty clients served by the firm. With a diverse, cross-generational team, O’Brien Wealth was seeking a partner with a collaborative operating and client service model with the opportunity to both preserve and accelerate its future growth.
“We were looking for a partner who could honor the care and continuity we’ve provided clients for decades, while advancing our vision for thoughtful, intentional growth,” said Jill Fopiano, President and CEO of O’Brien Wealth. “Mercer Advisors brings deep planning expertise, institutional-level capabilities and a genuine respect for how we serve. Just as importantly, they understand the power of diverse leadership and a collaborative culture, making this a natural next chapter for our team and the families we support.”
Joining Mercer Advisors gives the O’Brien Wealth team and their clients access to a full suite of integrated family office services, including estate planning, tax strategy and preparation, corporate trustee services, and advanced investment management.
“Our conversations with the O’Brien team highlighted that we share a common foundation of acting in our clients’ best interest and in the belief that teamwork and culture are the key ingredients to success,” said Dave Welling, CEO of Mercer Advisors. “Jill and the O’Brien team have built one of the most respected advisory firms in New England—defined by integrity, intentional growth, and enduring client relationships. They’ve created a strong culture of mentorship, inclusion and excellence that reflects where the industry is headed.”
The partnership also provides additional resources to support career development for team members and strengthen the firm’s long-term growth trajectory in New England.
“The O’Brien team exemplifies the kind of talent and leadership we seek in a partner—rooted in decades of client trust and energized by a forward-thinking approach to financial planning,” said Martine Lellis, Principal, M&A Partner Development. “This partnership not only deepens our roots in Boston but also supports our broader efforts to deliver personalized, planning-led advice that evolves with our clients’ lives. We’re excited to support their continued growth and help amplify their impact across the region.”
Ben Kautz, Executive Managing Director at Mercer Advisors, added: “O’Brien Wealth brings a distinctive, high-touch model and a forward-thinking team that aligns well with our service philosophy. By joining forces, we can equip them with additional resources—from integrated technology to family office services—that support sustainable growth and deepen client impact in a competitive market like Greater Boston.”
Colchester Partners served as the exclusive financial advisor to O’Brien Wealth.
For more information about partnering with Mercer Advisors, please visit merceradvisors.com/partnerwithus.
July 1, 2025
