Announced
Synopsis
Mercer Advisors, a national Registered Investment Adviser, completed the acquisition of Family Wealth Planning Group, a wealth and tax planning firm. Financial terms were not disclosed. “Partnering with Mercer Advisors enables us to enhance how we serve our clients--now and in the future--while continuing to support our team. As a trusted decision-making partner to our client families, our firm is built on being proactive, providing holistic solutions through a financial plan and empowering families to act in their long term best interest,” Tom LaMacchio, Family Wealth Principal and Founder.
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