Announced

Completed

Mercer Advisors completed the acquisition of Glass Jacobson Wealth Advisors.

Synopsis

Mercer Advisors, a financial advisory firm, completed the acquisition of Glass Jacobson Wealth Advisors, a Maryland-based wealth management firm with tax expertise. Financial terms were not disclosed. “For more than 60 years, our firm has helped clients manage their financial lives through a deeply personal, relationship-driven approach. Mercer Advisors shares our values, our fiduciary commitment, and our passion for empowering clients and our team. This partnership will allow us to enhance our resources and deliver the same holistic, client-centered service for generations to come," Jonathan Dinkins, Glass Jacobson Wealth Advisors CEO.

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MergerLinks - Mercer Advisors completed the acquisition of Glass Jacobson Wealth Advisors.