Laura Combs, Executive Managing Director at Mercer Advisors, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the growth of the firm being driven by comprehensive family office services.
When making acquisitions, Mercer Advisors assumes many roles and tasks that free advisors to spend with clients and prospects. Mercer Advisors is focused on growth and taking care of employees along their career path. Combs attributes the firm’s growth to its broad service offerings, including family office-type services offered to families just starting to build their wealth. Services offered within the firm include financial planning, investment management, tax planning, and insurance services. In addition, Mercer works closely with external firms to provide estate planning and trustee services.
Mercer Advisors is continually looking to acquire advisors who want to join a growth-minded, entrepreneurial firm. Advisors without a succession plan may wish to join Mercer to make sure their clients are taken care of after they retire.
Mercer is committed to mentorship and development of advisors, including offering graduate-level instruction in financial planning.
Resources:
A Family Office for Your Family
Laura Combs is an Executive Managing Director at Mercer Advisors in the Boulder area. All expressions of opinion reflect the judgment of Laura Combs as of the date of publication and are subject to change. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services.