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Mercer Advisors Acquires Wrenn Financial to Expand Wealth Management Services in North Carolina
Friday 14 January 2022

Denver, US-based wealth management firm Mercer Global Advisors, Inc. has acquired Raleigh-based wealth management firm Wrenn Financial Strategies, Inc. to expand presence in North Carolina, the company said.

Terms of the transaction were not disclosed.

Wrenn serves over 150 clients with assets under management of approximately USD 238m. Wrenn offers comprehensive financial planning and portfolio management to high-net-worth individuals, families and corporate clientele.

Wrenn is focussed on providing leading financial planning and investment management services to its clients using an ensemble team approach among Wrenn's three certified financial planner professionals and other team members.

Mercer Global Advisors Inc. is a total wealth management firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services.

Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc., majority owned by both Oak Hill Capital and Genstar Capital.
Date Published: 14/01/2022