Mercer Global Advisors, a national Registered Investment Adviser, has acquired Family Wealth Planning Group, a wealth and tax planning firm based in Naples, Florida. The deal includes its affiliate, Family Wealth Tax Advisory.
Family Wealth manages over $1.2 billion in assets for more than 200 families, comprising high-net-worth individuals, business owners, and executives. The acquisition will expand Mercer Advisors’ presence in Florida, adding strong financial and tax planning capabilities.
This is the 20th women-led partner firm to join Mercer Advisors, where women now make up nearly half of the client-facing team. All nine members of the Family Wealth team will remain with the firm.
KEY QUOTES:
“Partnering with Mercer Advisors enables us to enhance how we serve our clients–now and in the future–while continuing to support our team. As a trusted decision-making partner to our client families, our firm is built on being proactive, providing holistic solutions through a financial plan and empowering families to act in their long term best interest.”
Tom LaMacchio, Principal and Founder of Family Wealth
“Mercer Advisors’ extensive resources, especially in tax, estate and investment planning, will help us increase our impact while preserving the long-term continuity of the business.”
Nadia Keric, CFP, Principal and Owner at Family Wealth
“When we first met with Tom and Nadia, we saw a passion for client service like our own. We are excited to join the Family Wealth team in serving more clients in Southern Florida. Their dedication to personalized, multigenerational wealth management also aligns with evolving client needs that we see across the country and prominently in Florida.”
Dave Welling, CEO of Mercer Advisors
“Our recent M&A momentum, welcoming three $1 billion-plus RIAs in just three months, demonstrates the strength embedded in the shared values behind these partnerships. We’re proud to support Family Wealth as they embark on this next chapter and are honored to be their partner.”
Martine Lellis, Principal, M&A Partner Development, Mercer Advisors
