Mercer Global Advisors, a national Registered Investment Adviser (RIA), announced the acquisition of Kiely Wealth Advisory Group (KWAG) of North Carolina.
With $523 million in assets under management, KWAG serves individuals and organizations to help them plan for a secure financial future. And the firm’s long-tenured management team has worked together for over 20 years and serves 530+ clients.
KEY QUOTES:
“For more than 25 years, we’ve focused on serving clients as a fiduciary with financial planning at the center of our service model. We were intrigued that Mercer Advisors shares our values and would help us scale.”
-Joe Kiely, Ph.D., President, CEO, and founder of the firm
“Joe and the team at KWAG think about the world in ways that are hyper-compatible with our family office model and our commitment to serving clients as a fiduciary. They are a natural fit for our organization.”
-David Barton, Vice Chairman, who led the acquisition on behalf of Mercer Advisors
“With the union of our firms, the clients of KWAG will gain access to our suite of wealth solutions, including estate, tax, and insurance planning. Together, we will enhance the financial well-being of our shared clients. We are excited to welcome this experienced team as we continue to grow our presence in North Carolina.”
-Dave Welling, CEO of Mercer Advisors
