Mercer Advisors Expands Northeast Presence with Benchmark Wealth Management
Mercer Advisors Expands Northeast Presence with Acquisition
Mercer Global Advisors, Inc. is excited to announce its latest acquisition: Benchmark Wealth Management, LLC, a specialized firm that addresses the needs of high-net-worth (HNW) individuals and retirees. Benchmark is known for its holistic approach to financial planning and wealth management, making it a perfect fit for Mercer Advisors' growth strategy.
About Benchmark Wealth Management
Benchmark Wealth Management, founded by Richard (Rick) Stout III and Thomas (Tom) Britt in 2007, has successfully merged their practices to serve over 300 clients. With an impressive $412 million in assets under advisement, Benchmark stands out by offering tailored services that resonate with their sophisticated clientele.
Client-Centric Philosophy
Rick Stout emphasizes the importance of client relationships, stating, "Financial planning is foundational to how we deliver on the white-glove experience that we promise." This commitment aligns seamlessly with Mercer Advisors' mission to enhance customer experience across its operations.
Advisory Excellence
In the words of David Barton, Vice Chairman of Mercer Advisors, the acquisition brings in significant expertise to address the unique challenges faced by high-net-worth clients. He remarked on the strategic benefits of adding Benchmark's capabilities to Mercer Advisors' existing services.
The Vision Ahead
Moving forward, Mercer Advisors envisions leveraging Benchmark’s established practices to broaden their service offerings. With the integration of estate planning, tax guidance, and comprehensive financial planning services, they aim to further enrich their clients' experiences.
Enhanced Service Offerings
By expanding its scope, Mercer Advisors will not only improve the quality of service but also solidify its position as a leader in wealth management. This expansion is particularly crucial as they aim to enhance their presence in important markets across the Northeast.
Strategic Market Growth
Dave Welling, CEO of Mercer Advisors, expressed their eagerness to blend the teams and explore new avenues to engage more meaningfully with clients. Such a strategic move is expected to yield productive results.
About Mercer Advisors
Founded in 1985, Mercer Global Advisors is a comprehensive wealth management and financial planning firm. With its headquarters in Denver, Colorado, it is dedicated to providing fee-based financial services that encompass investment management, estate planning, retirement benefits, insurance solutions, and more. Mercer Advisors has currently built a substantial portfolio, managing $63 billion in client assets.
National Presence
Employing over 1,150 professionals across more than 90 locations nationwide, Mercer Advisors stands out for its commitment to quality service tailored to meet the complex needs of clients from all walks of life.
Commitment to Excellence
Mercer Advisors, while not a law firm, collaborates with select third-party providers to ensure that clients receive comprehensive legal advice, estate planning, and tax preparation as needed. This approach allows them to offer holistic and personalized financial solutions.
Contact Mercer Advisors
If you wish to learn more about the services offered, you can visit merceradvisors.com or reach out to Chris Tofalli at Chris Tofalli Public Relations, LLC, by calling 914-834-4334.
Frequently Asked Questions
What is the significance of Mercer Advisors acquiring Benchmark Wealth Management?
The acquisition will enhance Mercer Advisors' service offerings, specifically for high-net-worth clients, and strengthen their presence in the Northeast.
Who founded Benchmark Wealth Management?
Benchmark was founded by Richard (Rick) Stout III and Thomas (Tom) Britt, who have extensive experience in wealth management.
How much assets does Benchmark manage?
Benchmark manages approximately $412 million in assets under advisement.
What are the core services provided by Mercer Advisors?
Mercer Advisors offers a range of financial services including investment management, financial planning, estate and tax planning, and insurance solutions.
How many employees does Mercer Advisors have?
Mercer Advisors employs over 1,150 professionals across the United States, supporting its clients on a national scale.
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