Mercer Advisors on Friday announced the acquisition of Naples, Florida-based Family Wealth Planning Group and affiliate Family Wealth Tax Advisory, which manage about $1.2 billion in assets for over 200 families. Family Wealth was previously with Raymond James.
The transaction, which represents the third RIA exceeding $1 billion in assets to join Mercer in the past three months, expands the firm’s footprint in Florida, Mercer pointed out.
The acquisition also adds local talent and broadening service capabilities across Southern Florida, according to Mercer…