Mercer Advisors Expands Presence with New Financial Talent

Mercer Advisors Expands Presence in New Market

Mercer Global Advisors, Inc. is making waves by establishing a strategic presence in a vibrant community known for its growth and opportunity. The firm recently announced the onboarding of two seasoned financial advisors, enhancing its commitment to delivering unparalleled service. This expansion reflects Mercer Advisors' dedication to meeting the evolving needs of clients in today’s dynamic financial landscape.

Welcome to Bend: Dave Stuehling and John Swanson

Joining the Mercer Advisors team in Bend are experienced professionals Dave Stuehling and John Swanson. Their addition marks a significant milestone for the firm, cementing its footprint in one of America's rapidly expanding cities.

Dave Stuehling's Vision for Client Service

With approximately $114 million in assets under his management, Dave Stuehling brings a wealth of knowledge and expertise to the Mercer Advisors team. He chose to partner with the firm to leverage its comprehensive client-service capabilities and robust back-office infrastructure. Stuehling enthusiastically remarked, "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." This reflects his commitment to ensuring that clients receive top-notch financial guidance through a supportive network.

John Swanson's Commitment to High-Net-Worth Clients

Similarly, John Swanson, who manages around $110 million in client assets, sought a fresh environment to better serve his high-net-worth clients. He emphasized a desire for a fully integrated service model akin to a family office and noted, "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." This indicates his focus on providing comprehensive and tailored financial solutions.

Leadership Insights on New Hire Impact

Reflecting on the significance of these new partnerships, Jessica Caruso, CFP® and Executive Managing Director at Mercer Advisors, stated that collaborating with experienced advisors like Dave and John is essential for building the RIA of the future. "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," she noted. This highlights the team-driven approach Mercer Advisors champions.

Comprehensive Services Offered by Mercer Advisors

Mercer Advisors integrates a broad spectrum of financial services under one roof, helping advisors create personalized wealth management strategies. These strategies encompass financial planning, investment management, tax and estate planning, insurance, and more, forming a cohesive experience aimed at fulfilling clients' diverse financial objectives.

Support for Local Advisors

Speaking on the advantages of joining Mercer Advisors, Martine Lellis, Principal, M&A Partner Development at Mercer Advisors, stated, "Our offering empowers advisors to thrive in local markets with the collective backing of our specialty teams, advanced technology, and unified enterprise operations." This reinforcement illustrates how the firm’s infrastructure is designed to uplift local advisors, enabling them to deliver superior client value.

About Mercer Advisors: A Leader in the Industry

Founded in 1985, Mercer Advisors has consistently been at the forefront of investment advising, earning accolades as the #1 ranked RIA firm in the nation according to Barron’s 2024 Top 100 Registered Investment Advisor Firms. With nearly four decades of experience, the firm excels in providing comprehensive, fee-based family office services tailored to enhance clients' financial journeys. Mercer Advisors Inc. serves as the parent company of Mercer Global Advisors Inc. and is majority-owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Currently, the firm manages over $70 billion in client assets and operates through more than 100 locations across the nation.

Frequently Asked Questions

What is the significance of Mercer Advisors entering the Bend market?

The entry into Bend allows Mercer Advisors to enhance its service capabilities in a rapidly growing area, attracting new clients and expanding its market presence.

Who are the newly onboarded advisors at Mercer Advisors?

Mercer Advisors has welcomed Dave Stuehling and John Swanson, both of whom bring substantial experience in managing high-net-worth client assets.

How does Mercer Advisors support its financial advisors?

Mercer Advisors provides extensive client-service resources, advanced technology, and a supportive network to help advisors deliver exceptional service and achieve their financial goals.

What types of services does Mercer Advisors offer?

Mercer Advisors offers comprehensive wealth management services, including financial planning, investment management, tax planning, estate planning, and insurance solutions.

What recognition has Mercer Advisors received in the industry?

Mercer Advisors has been ranked as the #1 RIA firm in the nation by Barron’s 2024 Top 100 Registered Investment Advisor Firms, highlighting its leadership in the investment advisory space.

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