Mercer Global Advisors – a national Registered Investment Adviser (RIA) – announced it welcomes two distinct financial advisors –Dave Stuehling and John Swanson. Stuehling and Swanson are based in Bend, Oregon, giving Mercer Advisors a strategic presence in one of the nation’s fastest-growing cities.
Dave Stuehling – Stuehling oversees approximately $114 million in assets and partnered with Mercer Advisors to benefit from the firm’s extensive client-service resources, back-office solutions, and path-to-partnership model.
John Swanson – Managing $110 million in client assets, Swanson was looking for a new home to provide his high-net-worth clients with a fully integrated and family-office-style service offering.
By combining expertise in financial planning, investment management, tax, estate, insurance, and more, all managed by a single team, advisors who partner with Mercer Advisors are empowered to build comprehensive wealth management solutions personalized for each client.
For nearly 40 years, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. And the company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Global Advisors is based in Denver, Colorado, is privately held, has 1,190+ employees, and operates nationally through more than 100 locations. And Mercer Advisors has $70 billion in client assets.
KEY QUOTES:
“Partnering with Mercer Advisors was the ideal decision to help provide my clients with best-in-class service and the support they need to achieve their financial goals.”
– Dave Stuehling
“The combination of Mercer Advisors’ deep value proposition for clients and its fiduciary-first ethos aligns with my philosophy on how to best serve clients.”
– John Swanson
“Partnering with experienced, forward-thinking advisors like Dave and John who want to be a part of building the RIA of the future is exactly what energizes us every single day. Our goal is to empower advisors to do what they do best: serve clients and help them reach their goals. Dave and John help us put a tentpole in Bend where we can work together to amplify and simplify the financial lives of more individuals and families.”
– Jessica Caruso, CFP, Executive Managing Director at Mercer Advisors
“Our offering empowers advisors to thrive in local markets with the collective backing of our specialty teams, advanced technology and unified enterprise operations. Our teams look forward to working with Dave and John to help deliver unmatched value to clients.”
– Martine Lellis, Principal, M&A Partner Development at Mercer Advisors
