Mercer Advisors Named a Finalist in Four Categories of the 2019 wealthmanagement.com Industry Awards Program

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InvestHERS women’s initiative and New Client Experience shortlisted in the Family Office Category, while Dave Welling and Dave Barton recognized as individual RIA firm leader finalists for CEO and Innovator of the Year

As the wealth management industry continues to become more complex and competitive, we are making continued investments in our business to retain our position of leadership and excellence.

Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced that the firm has been named a Finalist in four categories in the prestigious wealthmanagement.com Industry Awards program for 2019.

A judging panel of industry experts and luminaries recognized Mercer Advisors in the Family Office category for the launch of the New Client Experience, a seamless client onboarding approach, along with InvestHERs, Mercer Advisors’ women’s initiative designed to promote diversity in the advisor industry, as well as to support women’s unique personal financial needs. In addition, Mercer Advisors top two executives were shortlisted as finalists in the “RIA Firm Leader of the Year” category, with Mercer Advisors CEO, Dave Welling recognized for “CEO of the Year” and Mercer Advisors Vice Chairman, Dave Barton selected as a finalist for “Innovator of the Year.”

Mercer Advisors has expanded its diversity program, InvestHERS, which is a comprehensive initiative designed to attract women into the financial services industry, as well as to better serve the unique financial planning needs of women investors. One of the program’s goals is to increase the number and satisfaction of female advisors through scholarships, formal mentorship programs, and leadership development. As a result, 45% of its client service team members are women, double the industry average. The company has also customized its wealth management offerings, advice, and thought leadership to better meet the needs of its female clients.

Mercer Advisors’ New Client Experience client onboarding initiative has taken a rigorous approach to enable seamless new client integration so that the journey is special from the beginning. Mercer Advisors has systematically assessed all the steps required to engage clients into Mercer Advisors’ comprehensive family office offering, and has developed an end-to-end technology coupled with a strong service approach to delight clients.

“We developed these new family office initiatives and resources to promote diversity and ensure an outstanding client experience,” said Dave Welling, CEO of Mercer Advisors. “As the wealth management industry continues to become more complex and competitive, we are making continued investments in our business to retain our position of leadership and excellence.”

Chief Executive Officer, Dave Welling, was hired mid-2017 to accelerate Mercer Advisors’ growth. He set the long-term strategy and is leading the organization to achieve it: staffing up, negotiating partnerships and technology deals, as well as increasing client satisfaction, retention, and share of wallet, resulting in impressive financial results. His impact has been exceptional, from developing a strong culture to building out its family office capabilities resulting in the firm’s growth from approximately $10 billion to over $15 billion in assets in just two years.

Vice Chairman, Dave Barton spearheads Mercer Advisors’ mergers and acquisitions strategy, leading 21 acquisitions representing nearly $7B in AUM in the last four years. 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 integrated 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 with the other nominees and 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 Advisers and financial planning firms in the U.S. with nearly $15.5 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held with over 360 employees and 40 locations across the country. For more information, visit http://www.merceradvisors.com.

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Timothy Welsh
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