Announced
Completed
Financials
Tags
Acquisition
financial services
United States
business advices
wealth management
Majority
Single Bidder
Completed
Friendly
Domestic
Private
Asset Managers and Custodians
Synopsis
Mercer Advisors, a a national registered investment adviser, completed the acquisition of Resource Planning Group, a comprehensive wealth management firm. Financial terms were not disclosed. "The business combination between Mercer Advisors and RPG is a perfect fit with both firms anchoring on financial planning. We are thrilled they are joining the Mercer Advisors team and expanding our already significant presence in the Southeast," Dave Welling, Mercer Advisors Chief Executive Officer.
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