Mercer Advisors Launches “Mercer Advisors 2030” Sustainable Growth and Development Corporate Initiative

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Industry leading RIA firm announces new company-wide programs to fulfill on the mission of becoming a sustainable organization while contributing positively to the communities it serves

As an organization focused on facilitating client success, we are inspired to expand our mission and vision as a company to be a positive force of change and to have a meaningful impact on the critical issues facing our world today.

Mercer Advisors Inc. (“Mercer Advisors”), a full-service wealth management firm and a national Registered Investment Adviser (RIA), today announced that the firm has launched a new corporate initiative focused on furthering the firm’s commitment to being an industry leader in its commitment to sustainability and diversity, equity, and inclusion. The Mercer 2030 initiative builds on the firm’s legacy programs and is based on United Nations Sustainable Growth and Development (UNSDG) framework. The 2030 Agenda for Sustainable Development was adopted by all United Nations member states as a blueprint for peace and prosperity for people and the planet, and consists of 17 Sustainable Development Goals which are a call to action to positively transform the world.

As part of this ambitious agenda, Mercer Advisors has identified 4 specific UNSDG goals that the company and its employees will focus on that align with its values as a firm and its commitment to providing the highest level of client service. These include:

  • Gender Equality – Building upon the success of our InvestHERs initiative to become the wealth management firm of choice for female investors and the best place to work for women in the profession, Mercer Advisors will continue to expand and grow the program.
  • Diversity, Equity & Inclusion (DEI): Beyond Mercer Advisors’ existing DEI commitments to employees, the firm is supporting through donation and volunteer time, “Advisers Give Back,” a non-profit organization that matches pro bono advisors with underserved consumers who need help managing their finances.
  • Innovation and Responsible Growth: Mercer Advisors was among the first independent RIAs to sign the UN’s Principles for Responsible Investing (PRI). The firm has integrated ESG (Environmental, Social, and Corporate Governance) investments into its investment management approach and as part of the 2030 Initiative will expand its commitment to incorporate ESG best practices into all aspects of its investment processes. It also seeks to identify additional opportunities for innovation throughout the company.
  • Sustainable Environment: Mercer Advisors is dedicated to reducing the firm’s carbon footprint, as well as working with its vendors and strategic partners to implement environmentally sustainable business practices.

“We are committed to the success of our key stakeholders: our employees, clients, shareholders, and communities,” said Dave Welling, CEO of Mercer Advisors. “As an organization focused on facilitating client success, we are inspired to expand our mission and vision as a company to be a positive force of change and to have a meaningful impact on the critical issues facing our world today.”

Mercer Advisors has already had early success with these initiatives, notably with the launch of the InvestHERs women’s initiative several years ago. Through that program, Mercer Advisors has increased the number of female executives, doubled the number of women on the Senior Leadership team and increased the diversity of its board. Women now hold over 50% of client-facing roles at the firm, significantly higher than the industry average. In addition to the InvestHERs program, Mercer Advisors has also awarded 13 scholarships to individuals pursuing careers in financial services.

In addition to the Mercer Advisors 2030 initiative, Dave Welling, is a founding CEO member of Colorado Inclusive Economy (CIE), a collection of CEOs, Executive Directors, and other business leaders with the vision to rebuild Colorado’s economy in a manner that is more equitable and inclusive.

Nearly a third of Mercer Advisors employees have signed on to participate in one or more Mercer Advisors 2030 Program Initiatives, which will have a large impact throughout the many communities that Mercer Advisor serves.

“We were delighted by the overwhelming response we have had to our call for initial volunteers,” said Judy McNary, Senior Client Advisor and Executive Director for the 2030 Initiative. “These programs provide every employee a chance to be part of helping Mercer Advisors adapt and innovate to continue our growth in a sustainable, inclusive manner.”

About Mercer Advisors
Established in 1985, Mercer Global Advisors Inc. (“Mercer Advisors”) is a full-service wealth management firm that specializes in providing investment advice, financial and estate planning, and taxes, and corporate trustee and trust administration services. It is one of the largest Registered Investment Advisers and financial planning firms in the U.S. with over $28 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has approximately 525 employees, and operates nationally across the country with 45+ locations. Mercer Advisors, Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s). More information about MAIS and our Strategic Partners may be found in our Form ADV 2A. Visit us at http://www.merceradvisors.com.

Data as of March 31, 2021. AUM includes affiliates and wholly owned subsidiaries announced to date.

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.

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Timothy Welsh
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