Acquiring Company
Mercer Global Advisors
Acquired Company
Family Wealth Planning Group
DenverNaplesFinancial ServicesConsultingFinancial ServicesFinanceNon ProfitFamilyDescription
Mercer Global Advisors has acquired Family Wealth Planning Group, expanding its footprint in Florida. The acquisition adds robust financial planning capabilities to Mercer Advisors and strengthens its multigenerational wealth management services. The transaction involves Family Wealth's affiliate, providing comprehensive wealth and tax planning services. Family Wealth marks the 20th women-led partner firm to join Mercer Advisors.
Quick answer
Mercer Global Advisors is acquiring Family Wealth Planning Group, announced August 1, 2025. Mercer Global Advisors is based in Denver, Colorado, United States.
- How much did Mercer Global Advisors pay for Family Wealth Planning Group?
- The deal value was not disclosed.
- What does Mercer Global Advisors do?
- Mercer Global Advisors Inc. is a full-service wealth management firm providing investment advice, financial and estate planning, and trustee services.
- Where are Mercer Global Advisors and Family Wealth Planning Group based?
- Mercer Global Advisors is based in Denver, Colorado, United States. Family Wealth Planning Group is based in Naples, Florida, United States.
- Who are the decision-makers at Mercer Global Advisors?
- Fundz holds 3 contacts at Mercer Global Advisors. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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- Civista Bancshares to acquire The Farmers Savings Bank (July 10, 2025)
- BNP Paribas completes AXA IM acquisition deal (July 1, 2025)
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Who to call at Mercer Global Advisors, and when
When Mercer Global Advisors changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Mercer Global Advisors raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Mercer Global Advisors, from your own LinkedIn network
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Frequently asked
Who acquired Family Wealth Planning Group?
Family Wealth Planning Group was acquired by Mercer Global Advisors, based in Denver. The deal was reported on August 1, 2025. Mercer Global Advisors Inc. is a full-service wealth management firm providing investment advice, financial and estate planning, and trustee services. Mercer Global Advisors is privately held and operates in Financial Services.
When did Mercer Global Advisors acquire Family Wealth Planning Group?
Mercer Global Advisors's acquisition of Family Wealth Planning Group was reported on August 1, 2025. Mercer Global Advisors has acquired Family Wealth Planning Group, expanding its footprint in Florida. The acquisition adds robust financial planning capabilities to Mercer Advisors and strengthens its multigenerational wealth management services. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Family Wealth Planning Group do?
Family Wealth Planning Group is a wealth and tax planning firm that provides a full suite of wealth management services to high-net-worth families and business owners. It is privately held, operating in Financial Services, and is based in Naples.
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