Mercer Advisors has a significant presence in Fort Collins, Colorado, offering comprehensive wealth management services through a family office-like structure. Their integrated approach includes financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services.
In November 2024, Mercer Advisors expanded its presence in the Greater Denver area by acquiring Chapel & Collins, a Fort Collins-based Registered Investment Adviser (RIA) managing approximately $675 million for over 500 individuals and families. This acquisition enhances Mercer Advisors’ capacity to serve high-net-worth clients in the region.
Colorado
Own or work here?