Mercer Advisors Acquires RIA with AUM of $1 Billion
Mercer Global Advisors Inc., a registered investment adviser with $38 billion in client assets, announced the acquisition of Goldstein Munger + Associates Inc.
Mercer Global Advisors Inc., a registered investment adviser with $38 billion in client assets, announced the acquisition of Goldstein Munger + Associates Inc.
Goldstein Munger, a wealth management firm located in Northern California, has approximately $1 billion in client assets under management.
Richard M. Goldstein, principal, has been a certified public accountant for more than 40 years. He founded R. M. Goldstein Accountancy Corporation in 1979, from which GoldsteinEnright Financial Advisers, Inc. was created, now known as Goldstein Munger.
Robert G. Munger, principal, joined the firm and partnered with Goldstein to help build the “family office” they are today.
“Rich and Bob have built a ‘blue-chip’ family office creating deep and long-lasting relationships with their clients,” said David Barton, vice chairman of Mercer Advisors. “We are delighted Bob, Rich and their staff are joining the Mercer Advisors team.”
Goldstein Munger was represented by DeVoe and Company, a business advisor and investment banker in the RIA space.
Established in 1985, Mercer Global 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. Headquartered in Denver, Mercer Advisors is privately held, has more than 800 employees, and operates nationally with more than 80 locations.
