Mercer Global Advisors – a national Registered Investment Adviser (RIA) – announced the acquisition of Edward Vance Investment Management, an investment advisory and financial planning firm. This acquisition strengthens Mercer Advisors’ presence in Georgia, where Mercer Advisors has grown client assets from about $550 million in 2017 to over $4.5 billion now.
Headed by owner Edward Vance, CFP, MBA, the Georgia-based firm specializes in comprehensive financial planning with a focus on helping clients manage, grow, and preserve their wealth. The firm offers services such as retirement planning, and tax and estate strategies tailored to meet each client’s unique needs. By joining Mercer Advisors, Vance gains access to expanded resources and the support of a broader team of specialists, allowing him to better serve his clients.
With advisor teams serving a diverse range of clients spanning ultra-high-net-worth, high-net-worth and mass affluent across Georgia, Mercer Advisors continues to build on its presence in the Southeast.
KEY QUOTES:
“Mercer Advisors is the right home for me in my endeavor to provide clients with long-term success and stability in their financial lives. Leveraging Mercer Advisors’ vast team of specialists, modern technology solutions, and extensive resources will provide me with opportunities to enhance the client experience and do my best work as a financial advisor.”
– Edward Vance
“Ed Vance has built a strong financial planning practice centered on delivering personalized, high-quality advice to his clients. His dedication to clients’ financial success aligns perfectly with our efforts to help families worry less about money. We are honored that Ed chose to partner with Mercer Advisors to elevate his practice.”
– Martine Lellis, Principal, M&A Partner Development at Mercer Advisors
“For advisors like Ed who have built a great practice, Mercer Advisors offers the tools to build on their strengths and provide even more value to clients. We’re excited to add his experience to our Atlanta office.”
– Ben Kautz, CFP, Executive Managing Director at Mercer Advisors
