Mercer Global Advisors announced the acquisition of two firms that brought in $850 million in assets.
West Oak Deal
The firm has acquired West Oak Capital, an Eagle, Idaho-based asset management company managing $500 million for over 100 families. This partnership enhances Mercer Advisors’ presence in Idaho and Southern California, expanding its family office services.
With offices in Eagle and Westlake Village, California, West Oak is well-positioned to serve high-net-worth families across the western U.S. The experienced team brings strong client relationships, a seasoned market presence, and a commitment to fiduciary care.
West Oak’s clients will benefit from an expanded range of services, including investment management, tax and estate planning, trust services, and financial education for younger generations. Known for its multigenerational relationships and personalized service, West Oak’s alignment with Mercer Advisors makes this partnership a natural fit.
Advisor: DeVoe & Company served as the exclusive financial advisor to West Oak Capital.
Eagle Wealth Deal
Mercer Advisors has acquired Eagle Wealth Management, a Central Oregon-based registered investment advisory (RIA) firm, along with Eagle Wealth Accounting for tax services. This partnership enhances Mercer Advisors’ presence in Bend, one of the fastest-growing cities in the U.S., following earlier partnerships with two local advisors. Eagle Wealth manages around $350 million in assets for 300 clients.
Founded in 2008 by Chad and Cami Staskal, Eagle Wealth is known for its personalized financial planning and its principle of “Wealth Without Worry,” prioritizing strong client relationships. The acquisition will allow Eagle Wealth’s 10-person team to leverage Mercer Advisors’ extensive resources, enhancing the client experience and supporting future growth.
Advisor: Hue Capital Partners served as the exclusive financial advisor to Eagle Wealth Management.
Key Quotes (West Oak):
“Joining forces with Mercer Advisors allows us to broaden what we can offer to our clients and their families. We’ll gain access to additional resources, technology and infrastructure that will elevate our service model while maintaining the personal touch our clients have always valued.”
Byron Snider, Founding Partner and President of West Oak
“West Oak embodies the values we prioritize—unbiased advice and a client-first approach. We’re excited to welcome their team and support them in delivering even greater value through our integrated platform.”
Laura Combs, Executive Managing Director, Mercer Advisors
“From our earliest conversations, it was clear that we share a deep commitment to fiduciary principles and multigenerational planning. Their team brings exceptional talent and trusted relationships, and we’re thrilled to combine our strengths to serve our collective clients today and for generations to come.”
Martine Lellis, Principal, M&A Partner Development, Mercer Advisors
Key Quotes (Eagle Wealth):
“We were seeking a partner who shares our commitment to personalized, long-term financial care. Mercer Advisors aligns with our client-first philosophy and mission. With their support on the operational side of the business, we’re excited to devote even more time to helping clients navigate their financial journey with confidence.”
Chad Staskal, Principal and Owner of Eagle Wealth Management
“With this partnership, we’re welcoming a like-minded team that enhances our shared commitment to client-first service and strengthens our local Bend office. Their “Wealth Without Worry” philosophy reflects our own belief in treating clients like family and empowering Economic Freedom.”
Jessica Caruso, Executive Managing Director at Mercer Advisors
“Mercer Advisors is committed to helping advisors thrive by providing full-service support across every stage of the client journey. We’re proud to welcome Eagle Wealth and expand our collective impact in central Oregon.”
Martine Lellis, Principal, M&A Partner Development at Mercer Advisors
