We developed this resource specifically to help raise the knowledge and sophistication of the investing public. Our work with nearly 9,000 investors has shown that there is a clear need for user-friendly, multi-channel educational resources to ensure their long-term financial hopes and dreams.
DENVER (PRWEB) June 18, 2018
Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Advisor (RIA) firm, today announced that the firm has been named a Finalist in three categories in the prestigious wealthmanagement.com Industry Awards program for 2018.
A judging panel of industry experts and luminaries recognized Mercer Advisors in the Family Office category for the launch of the Science of Economic Freedom personal finance education portal as well as for two executive finalists in the “RIA Firm Leader of the Year category, with Mercer Advisors CEO, Dave Welling being short-listed for “CEO of the Year” and Mercer Advisors Chairman, Dave Barton selected as a finalist for “M&A Leader of the Year.”
Launched earlier this year, the Science of Economic Freedom comprehensive personal finance education portal provides investors with the information, tips, guidance, research and access to financial experts to help them navigate an increasingly complex financial world. According to a recent study*, nearly 2/3 of Americans are unable to pass even a basic personal financial literacy test, showcasing how urgent this issue has become.
“We developed this resource specifically to help raise the knowledge and sophistication of the investing public,” said Dave Welling, CEO of Mercer Advisors. “Our work with nearly 9,000 investors around the country has shown that there is a clear need for user-friendly, multi-channel educational resources and support to ensure their long-term financial hopes and dreams.”
CEO, Dave Welling was brought into Mercer Advisors to accelerate the rapid growth of the company. In his short stint at the company, Welling has overseen the strategic expansion of its headquarters from Santa Barbara to Denver, enabling the firm to tap an experienced labor market and to centralize departments, including Operations, Finance and Technology to support the growing number of offices. Welling also recognized for industry leadership by launching a women’s initiative (InvestHERS) to better service women clients and to increase and promote women advisors.
Chairman, Dave Barton spearheaded Mercer Advisors’ mergers and acquisitions strategy, leading 13 acquisitions representing over $4.3B in AUM in the last 24 months. Barton has established Mercer Advisors as one of the leading strategic RIA acquirers in the country and has built the M&A function to become a powerful growth engine. Leveraging an integration approach, Barton has elevated Mercer Advisors to be in a unique position to assimilate acquired firms into one unified, aligned firm.
“We are extremely pleased and honored to be recognized as a multi-finalist in this year’s awards program,” said Welling. “We look forward to celebrating the winners at the gala event in New York in September where the industry will gather for this unique event.”
About Mercer Advisors
Established in 1985, 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, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with over $12.3 billion in assets under management and approximately 9,000 clients. Headquartered in Denver, Colorado, Mercer Advisors is privately held, has approximately 250 employees.
Data as of June 12. Includes AUM, client, and personnel statistics from Kanaly Trust, a wholly owned subsidiary of Mercer Advisors. Client count includes clients of acquired firms where the investment advisory agreements have been assigned to Mercer Advisors, but the custodial accounts have not yet been transferred to Mercer Advisors.
Mercer Advisors is the finalist of the 2018 WealthManagement.com Industry Awards. More than 600 entries were received from nearly 250 companies. Candidates were invited to submit responses in several categories to demonstrate developments to their business model and accomplishments of their executives. Winners are determined by an independent panel of industry experts. For more information on the awards: https://events.wealthmanagement.com/about/