When it comes to taking your firm to the next level or devising a succession plan, you have a number of RIA M&A options. Mercer Advisors offers the opportunity to be a part of a next-generation RIA platform with clear benefits for you, your team, and most importantly, your clients.
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Comprehensive family office services, without the price tag
The opportunity to reach their full potential
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Hear from Our Leaders
Why Other RIA Founders Chose Mercer Advisors
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When working on a succession plan for California-based Duckworth Wealth Advisors, the team realized that creating and implementing an internal succession would increase their already time-intensive business management responsibilities, putting a further strain on the time for client relationships. Partnering with a larger firm became the logical choice that would provide both a succession plan for the retiring Michael Duckworth and afford Kara Duckworth and the remaining team members more time to dedicate to clients.
After meeting with the Mercer Advisors team, it became very clear that the culture fit was strong, and the additional resources would benefit both employees and clients.
“In doing the right thing for our clients, we found comfort in being part of Mercer Advisors and now, looking back, it seems like we’ve been here since the beginning,” shared Kara.
The ability to grow her client base faster while having less administrative work has made all the difference for Duckworth and the team.
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When Kimberly Foss began working on a succession plan for California-based Empyrion Wealth Management, the high-quality in-house services at Mercer Advisors captured her attention. She wanted to ensure that she would be able to continue with her mission of empowering clients with choices. Partnering with a leading RIA like Mercer Advisors would give her team more scale and allow them to offer additional services to clients.
“As I thought about the future of my company, what kept me up at night was a concern for the well-being of my office team and making sure my clients would continue to receive the level of service and dedication I had conditioned them to expect,” shared Kimberly.
When it came time to decide on an RIA partner, Kimberly knew the choice had to be Mercer Advisors. The comprehensive approach to client care and expanded services meant she could focus on what matters most—her clients.
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Michael Baittinger and Paul Barbehenn were looking for a solution that prioritized scale, consistency, and continuity for their firm. Weighed down by a heavy workload and growing pains, they knew that they needed to create a succession plan so that their clients and future generations would be cared for.
As they considered options for the future of their firm, they determined that an integrator model would provide them with the scale they needed to grow. Their decision to join Mercer Advisors was solidified after weighing various strengths, including the company’s people and culture, pricing for clients, and the multitude of in-house client services.
Paul and Mike are now able to offer their clients expanded services and have peace of mind knowing that their clients will continue to receive the highest level of customer care in the future.
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As John and Tee Gee Howard weighed the future of their business, they carefully considered whether a partnership with another firm would support their vision for the future of their firm. At the forefront of their goals was ensuring that their clients were taken care of for generations to come. They also wanted to provide career development opportunities for their staff.
Upon meeting with Mercer Advisors, John and Tee knew that Mercer Advisors could provide both of these things. They are also thrilled to have additional Mercer Advisors office support and access to institutional pricing that provides added value to clients.
