Mercer Global Advisors – a national Registered Investment Adviser (RIA) – announced the acquisition of Chapel & Collins, an RIA based in Fort Collins, Colorado. Managing about $675 million for over 500 individuals and families, Chapel & Collins specializes in serving business owners, retirees, and pre-retirees, in addition to advising corporate retirement plans and providing institutional consulting services.
The addition of Chapel & Collins pushes Mercer Advisors’ assets under management in Colorado to nearly $5 billion across its seven offices and 150+ employees in the Greater Denver Area.
Chapel & Collins provides in-depth financial planning to address the management, preservation, and transfer of multigenerational wealth. And its seven-person team such as four CFP professionals has over 100 years of combined experience in the financial services industry.
The firm provides a wide range of services catered to high-net-worth investors, such as estate, charitable, giving and trust planning; alternative investments; tax planning and more.
The firm’s founding partner Dennis Collins sought out Mercer Advisors for its extensive resources, specialized services, and operational support. And this move enables Collins and his team to provide an enhanced, more personalized client experience while utilizing Mercer Advisors’ extensive teams for support in many areas.
Since relocating its headquarters to Denver in 2017, Mercer Advisors has grown to serve over 2,200 families in the Denver area.
KEY QUOTES:
“By leveraging Mercer Advisors’ tremendous scale and resources, we can devote more time and attention to helping our clients navigate their unique challenges and opportunities. Families with multigenerational wealth are often confronted with complex financial lives that require a more nuanced, thoughtful approach. Partnering with a leading national fiduciary firm like Mercer Advisors helps empower our team of advisors to strengthen existing client relationships and develop new ones.”
– Dennis Collins
“Chapel & Collins is a shining example of a firm that shares our client-first philosophy, with financial planning at the center of every relationship. The highly experienced team is well-positioned to continue growing its client base, and we look forward to supporting them every step of the way.”
– Martine Lellis, Principal, M&A Partner Development at Mercer Advisors
“Growing our footprint in Greater Denver and Fort Collins helps us deepen our roots in one of our key markets. By extending our integrated wealth management experience to more families in the Denver area, we’re able to help amplify and simplify their financial lives. In doing so, we can make a meaningful impact on these vibrant local communities.”
– Dave Welling, CEO of Mercer Advisors
