Mercer Advisors has a strong presence in North Carolina, with five offices in the region. The firm offers a range of integrated wealth management services, including financial planning, investment management, tax services, estate planning, and insurance solutions. They cater to high-net-worth individuals and professionals, including C-suite executives, entrepreneurs, engineers, physicians, and other specialists.
In addition, Mercer Advisors recently expanded in North Carolina by acquiring Kiely Wealth Advisory Group (KWAG), a firm with over $500 million in assets under management. This acquisition strengthens their ability to serve clients throughout the state with even more tailored solutions.
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