Announced
Financials
Tags
Pending
Single Bidder
wealth management
Acquisition
Friendly
Asset Managers and Custodians
Majority
Domestic
Private
United States
Synopsis
Mercer Advisors, an investment adviser, agreed to acquire Miller Advisors, a wealth management firm. Financial terms are not disclosed. "I founded Miller Advisors to help empower people to take charge of their financial lives. I enjoy working with clients, one-to-one, to identify objectives, manage and preserve wealth, and transfer it to the next generation based on their family values," Kathleen Miller, Miller Advisors President and CEO.
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