Mercer Advisors Acquires Benemark, Inc.
03/01/22, 12:45 PM
Location
denver
Industry
financial services
Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Benemark, Inc. ("Benemark"), a respected wealth management firm headquartered in Westport, Connecticut. Benemark serves approximately 70 clients with assets under management (AUM) of approximately $230 million. Benemark was founded by Robert A. Medvey, CFP®, CPWA®, Partner and CEO, and Gregg G. Padilla, CFP®, Partner and CFO, in 1995. Benemark offers comprehensive financial planning and portfolio management to high-net-worth individuals, families, and corporate clientele. Benemark's entire team will be joining Mercer Advisors.
Company Info
Location
Denver, Colorado, United States
Company info
Mercer Global Advisors Inc. is a full-service wealth management firm providing investment advice, financial and estate planning, and trustee services. It is one of the largest Registered Investment Advisers and financial planning firms in the U.S. with $56 billion in client assets.