Home Tags Asset protection

Tag: asset protection


Mercer Advisors AUM Tops $15 Billion with Latest Acquisition

Mercer Global Advisors Inc., a national registered investment advisor, has acquired Confluence Financial Advisors LLC, a comprehensive wealth management firm located in Boulder, Colorado...

Mercer Advisors Acquires California-Based RIA Dragon Financial Group

Mercer Advisors Inc., a registered investment adviser, has acquired Dragon Financial Group, an RIA firm located in San Mateo, California with more than $110...