Mercer Global Advisors Expands Footprint in Florida through Acquisition

Mercer Global Advisors, Inc., a national Registered Investment Adviser, has announced the acquisition of Family Wealth Planning Group, a Naples, Florida-based wealth and tax planning firm overseeing $1.2 billion in assets for over 200 families. This transaction marks Mercer Advisors' 20th women-led partner firm and expands its presence in Florida, adding local talent and broadening service capabilities across southern Florida. The acquisition will also complement Mercer Advisors' integrated platform with Family Wealth's full suite of wealth management services.

Key Takeaways:

• Mercer Global Advisors, Inc. has acquired Family Wealth Planning Group, a Naples, Florida-based wealth and tax planning firm.
• Family Wealth oversees $1.2 billion in assets for over 200 families, offering a full suite of wealth management services.
• The acquisition expands Mercer Advisors' footprint in Florida, adding local talent and broadening service capabilities across southern Florida.
• This is the 20th women-led partner firm to join Mercer Advisors, with women making up nearly half of the client-facing team.
• All nine team members, including Tom LaMacchio and Nadia Keric, will remain with the firm following the transaction.
• The acquisition aligns with evolving client needs, addressing the increasing demand for personalized, multigenerational wealth management services.
• Mercer Advisors has seen recent M&A momentum, welcoming three $1 billion-plus RIAs in just three months.

Statistics:

• Family Wealth Planning Group oversees $1.2 billion in assets for over 200 families.
• The firm provides a full suite of wealth management services, including family wealth planning, investment management, estate and tax planning, and next-generation education.
• Mercer Advisors has acquired 20 women-led partner firms, with women making up nearly half of the client-facing team.
• The acquisition expands Mercer Advisors' presence in Florida, with the addition of local talent boosting its existing presence in Naples.
• Mercer Advisors has welcomed three $1 billion-plus RIAs in just three months, demonstrating its M&A momentum.

Sources:

• "Mercer Global Advisors, Inc. Announces Acquisition of Family Wealth Planning Group"

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• Family Wealth Planning Group press release (no date, but mentions the acquisition by Mercer Advisors)
• "Mercer Advisors Welcomes Three $1 Billion-plus RIAs in Just Three Months"