On February 4, 2025, Mercer Global Advisors, Inc. announced that it acquired Financial Partners Group.
Mercer Global Advisors, Inc. (“Mercer”) announced, on February 4, 2025, that it acquired Financial Partners Group (“FPG”). FPG’s existing team will remain in place after the transaction. Further terms of the transaction were not disclosed.
Mercer, based in Denver, is a registered investment advisor that provides 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. As of February 2025, Mercer had approximately $69 billion in client assets.
FPG, based in Gallatin, Tennessee, is a registered investment advisor and financial planning firm. As of February 2025, FPG managed approximately $660 million in client assets. Advice Dynamics Partners acted as the exclusive financial advisor to FPG.
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