Mercer Global Advisors, a national Registered Investment Adviser (RIA), announced the acquisition of Financial Partners Group (FPG), which is an investment advisory and financial planning firm based in Gallatin, Tennessee.
This acquisition builds on the firm’s existing presence in the Nashville metro area, bringing its family office service offering to more clients in one of the country’s fastest-growing markets.
While managing $660 million in assets, FPG is led by founding partners Bo Bowling and Scott Paschal. The firm also specializes in retirement planning, distribution and wealth transfer, serving a diverse client base ranging from mass affluent individuals to ultra-high-net-worth families. By collaborating with Mercer Advisors, FPG gains access to enhanced investment management and planning resources in addition to a broader team of specialists in areas like estate and tax planning that enable the firm to provide even more comprehensive services to its clients.
Along with utilizing Mercer Advisors’ extensive resources, specialized services and operational support, FPG joined the firm to position its next-gen advisors for continued growth.
Advice Dynamics Partners acted as the exclusive financial advisor to Financial Partners Group.
KEY QUOTES:
“At Financial Partners, our goal has always been to stand for our clients as their most trusted advisor, combining professional expertise with integrity and personalized service. In joining Mercer Advisors, we strengthen our ability to provide the quality guidance our clients expect.”
– Bo Bowling
“Bo and Scott have cultivated a highly respected practice, committed to delivering high-quality advice. 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.”
– Martine Lellis, Principal, M&A Partner Development at Mercer Advisors
“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. This partnership enhances our ability to offer even more comprehensive solutions, helping our clients navigate their financial futures with confidence.”
– Scott Paschal
“FPG has demonstrated impressive growth through connections in their community, and we’re pleased their team has chosen to partner with us to take their success to the next level. Their experience will be a valuable addition as we continue to grow and expand our presence in the Nashville region.”
– Ben Kautz, CFP, Executive Managing Director at Mercer Advisors
