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Financial Planning

Financial Planning

August 25, 2026

Mercer Advisors Strengthens Ohio Valley Footprint with Acquisition of NorthAvenue Financial Advocates

Mercer Advisors, a prominent national wealth management firm, has acquired NorthAvenue Financial Advocates, a Cincinnati-based firm specializing in personalized financial planning and investment management. This acquisition aligns with Mercer Advisors' strategic goal to expand their geographic reach and enhance service offerings, as they manage over $30 billion in assets across more than 40 locations in the U.S.

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MAI Capital Management Expands Texas Footprint with Acquisition of Service Academy Capital Management

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