Day & Ennis is a full-service wealth management firm based in Macon, Georgia.

John R. Day, CPA, PFS, established the firm in 1998, and was later joined by Partners William W. Ennis, CPA, PFS, and Matthew E. Heller, CFP, MBA.

With over 250 clients and $400m in assets under management, Day & Ennis has a solid team of specialists working for them.

Day & Ennis offers its clients complete wealth management services built around financial planning. 

John Day, founder, and co-partner said: “At Day & Ennis, our goal is to provide clarity, insight, and partnership with and for our clients helping them achieve their unique financial goals.  My partners, Bill Ennis, and Matt Heller, along with our terrific team, work together to provide our clients a high-quality customer experience delivering personalized financial advice through our talented team of highly credentialed professionals.

“Our investment banker John D. Eubanks, CFP, managing director at Park Sutton Advisors, introduced us to David Barton, vice chairman, who heads up M&A for Mercer Advisors. After meeting with David Barton, we found a wonderful cultural fit between our two organizations and loved the fact they offer in-house services such as trustee services that we do not currently provide. Like us, Mercer Advisors is dedicated to helping their clients achieve economic freedom.  We are extremely excited to be joining the Mercer Advisors’ Team.”

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

Dave Welling, chief executive officer of Mercer Advisors, added: “Day & Ennis has built their firm the right way by putting their clients’ interests first. We are excited to have them join our team and expand our significant presence in Georgia. We look forward to working together to help deliver meaningful results for our shared clients.”

Day & Ennis, LLC was solely assisted by Park Sutton Advisors, a Waller Helms Company, a top investment banking business in the registered investment adviser sector.