Mercer Advisors Inc.

fund ii

Headquarters
Scottsdale, Arizona

Sectors
Wealth Management / Business Services

Date of Investment
May 2008, May 2009

Company Description
Mercer Advisors Inc. is a registered investment advisor and business consulting firm providing comprehensive financial planning and wealth management services to healthcare professionals and other clients.  Mercer also provides related practice management consulting services to dental and medical practitioners and assists its clients with solutions to improve productivity as well as transition services to facilitate ownership transition and business sale.  With over 150 employees including 25 Certified Financial Planners, Mercer manages nearly $4 billion in assets on behalf of over 3,000 clients.  With offices in ten cities, Mercer operates coast-to-coast.

Mercer’s business model has enabled the Company to provide value added services to the professional and economic lifecycle of a dental and medical practitioner.  Their integrated approach ensures that clients are engaged with Mercer at multiple levels and strengthens their client relationship, loyalty and satisfaction.

In addition to its direct consulting services, in 2011, the Company began offering its asset allocation-based investment services through select distribution partners in the securities brokerage marketplace. 

LMP invested in Mercer through a management recapitalization transaction in 2008.