Established in 1985, Mercer Global Advisors Inc. ("Mercer Advisors") is a total wealth management firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with over $32 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 560 employees, and operates nationally through 55+ offices across the country. For more information, visit www.merceradvisors.com. Data as of August 31, 2021. AUM includes affiliates and wholly owned subsidiaries. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through its affiliation with Advanced Services Law Group, Inc. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNERTM certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CDFA® and CAP® marks are the property of The American College, which reserve sole rights to its use, and is used by permission. Investments & Wealth Institute® (the Institute) is the owner of the certification marks "CIMA," and "CPWA" Use of CIMA, and/or CPWAM signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors. The AEP® mark is the property of The National Associate of Estate Planners & Councils, which reserves sole rights to its use, and is used by permission. The CSRIC® mark is the property of The College for Financial Planning, which reserves sole rights to its use, and is used by permission. Contact: Chris Tofalli Chris Tofalli Public Relations, LLC 914-834-4334 SOURCE Mercer Global Advisors Inc.