Colorado-based RIA Mercer Global Advisors (Mercer Advisors) has taken over Gallatin, Tennessee-headquartered investment advisory company Financial Partners Group (FPG) for an undisclosed sum.
This move strengthens Mercer Advisors’ presence in the Nashville area and adds $660m in assets to its portfolio.
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FPG is spearheaded by founding partners Bo Bowling and Scott Paschal.
Paschal said: “Mercer Advisors’ vast resources and enhanced capabilities will allow us to continue providing exceptional service to our clients, while also providing meaningful career opportunities for our team.”
FPG has expertise in retirement planning, distribution, and wealth transfer. It caters to a wide array of clients, from the mass affluent to ultra-high-net-worth families.
Mercer Advisors said that FPG will benefit from its advanced investment management and planning resources.
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By GlobalDataThe integration into Mercer Advisors is said to provide FPG’s clients with access to a pool of specialists in areas including estate and tax planning.
Mercer Advisors M&A partner development principal Martine Lellis said: “We believe deeply in their client-centric approach and focus on long-term success.
“Their values perfectly align with our own at Mercer Advisors. We look forward to supporting their continued growth and expanding the depth of services they can provide to their clients.”
Advice Dynamics Partners was the exclusive financial advisor to Financial Partners Group during the acquisition process.
In November 2024, Mercer Advisors expanded its US footprint with the purchase of Colorado’s Chapel & Collins and Minnesota’s Waypoint Capital Advisors.
