February 4, 2023

Mercer global buys $238 million RIA:

Wrenn Financial Strategies in North Carolina is Mercer Global’s latest deal.The founders said that the business succession was a major consideration in their decision to sell the firm. The company offers comprehensive financial planning and portfolio management to high net worth individuals, families and corporate clientele. Mercer Global also has more facilities e.g in house estate and tax planning.

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Do you believe it was a good investment for them?

Mercer Advisors Acquires Wrenn Financial Strategies, Inc. (yahoo.com)

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