Mercer Advisors Strengthens Nashville Presence by Acquiring FPG
Mercer Advisors Expands Its Nashville Footprint
In a strategic move designed to enhance its service offerings and client reach, Mercer Global Advisors, Inc. has announced the acquisition of Financial Partners Group. This investment advisory and financial planning firm is known for its dedication to client success and operates within the vibrant Nashville metro area.
About Financial Partners Group
Financial Partners Group (FPG) manages approximately $660 million in assets and is helmed by its founding partners, Bo Bowling and Scott Paschal. This firm specializes in a range of services including retirement planning, wealth transfer strategies, and ongoing financial advice. Their expertise serves a diverse clientele that ranges from mass affluent individuals to ultra-high-net-worth families.
Enhancing Client Services
With this acquisition, Mercer Advisors aims to offer enhanced investment management services and an expanded range of financial planning resources. Clients of FPG can expect access to a comprehensive suite of services, including specialized estate and tax planning. This integration not only broadens financial offerings but also strengthens the advisory team's capabilities under the Mercer Advisors umbrella.
Statements from Leadership
“Our goal at Financial Partners has always been to act as a highly trusted advisor for our clients, delivering expertise, integrity, and personalized service,” stated Bo Bowling. He expressed enthusiasm for the future, noting that joining forces with Mercer Advisors will bolster their ability to offer unrivaled guidance.
Scott Paschal echoed this sentiment, emphasizing that the partnership would create significant opportunities for both their clients and their team members. “With Mercer Advisors' extensive resources, we can enhance our service to clients and foster meaningful career growth for our staff,” he remarked.
Growth in the Nashville Market
Mercer Advisors is keen to leverage FPG’s established network and community connections in Nashville to drive further growth. “FPG has shown impressive progress through their strong local relationships. We are thrilled to aid them in reaching new heights,” commented Ben Kautz, Executive Managing Director at Mercer Advisors. This collaboration aims to deepen the service offerings available to clients in the region.
The Future of Mercer Advisors
This acquisition is a part of Mercer Advisors’ broader strategy to expand its presence and capabilities in key markets throughout the country. With the addition of FPG, the firm continues its commitment to providing exceptional financial guidance and fulfilling their clients' evolving needs.
About Mercer Advisors
Founded in 1985, Mercer Advisors has become the top-ranked Registered Investment Adviser (RIA) in the nation, according to recent industry evaluations. The firm specializes in fee-based family office services that encompass financial planning, estate strategies, and trust administration among others. As a privately held entity, Mercer Advisors operates nationally with over 1,220 employees across more than 110 locations, managing approximately $69 billion in client assets.
Frequently Asked Questions
What is the significance of Mercer Advisors acquiring Financial Partners Group?
This acquisition broadens Mercer Advisors’ services in the Nashville area, enhancing investment management and financial planning resources for clients.
Who are the leading partners at Financial Partners Group?
The firm is led by founding partners Bo Bowling and Scott Paschal, who bring extensive experience in financial advisory.
How will clients benefit from this acquisition?
Clients can expect enhanced service offerings, including specialized estate and tax planning, as well as better investment management resources.
What is Mercer Advisors known for?
Mercer Advisors is recognized as the top-ranked RIA in the nation, offering comprehensive financial advisory and planning services.
What should we expect from Mercer Advisors in the future?
We can expect continued expansion and enhancement of service offerings as Mercer Advisors integrates more firms like Financial Partners Group.
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