Mercer Advisors, a California-based wealth management firm, has set up a new headquarters in Denver, Colorado.
The new Central Hub will be home to various teams and functions to support regional offices of the firm.
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Mercer Advisors CEO Dave Welling said: “As part of our vision for an integrated business model, we will continue to invest in our central functions to provide a consistent and superior client and adviser service experience.
“Denver is geographically central to our business and will be a great location for our new headquarters and employees, offering a high quality of life, affordability, and access to premium cultural and recreational activities.”
The firm also recently unveiled a new investor education portal known as The Science of Economic Freedom.
Headed by finance professional Doug Fabian, the portal includes a regular podcast on timely investing and personal finance topics, a regular newsletter, research tools, special reports, as well as offer access to wealth coaching from the firm.
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By GlobalData“We developed this resource specifically to help raise the knowledge and sophistication of the investing public. Our work with thousands of investors around the country has shown us that there is a clear need for user-friendly, multi-channel educational resources and support to ensure their long-term financial hopes and dreams,” Welling noted.
