Mercer Advisors Acquires McGee Wealth Management, Inc.
Share this article Share this article DENVER, Jan. 11, 2021 /PRNewswire/ -- Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser ("RIA"), today announced the acquisition of McGee Wealth Management, Inc. ("MWM"), a respected wealth management firm located in Portland, Oregon. MWM serves approximately 800 clients with assets under management ("AUM") of approximately $815 million. MWM was founded by Judith A. McGee, L.H.D., CFP®, ChFC® ("Judith") joined by her daughter D. Linette Dobbins, CFP® ("Linette"), focusing on delivering comprehensive wealth manage...
Source: prnewswire.com