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Greg Guenther of GRANTvest Financial Group Honored as a Top Financial ...

Greg Guenther of GRANTvest Financial Group Honored as a Top Financial ...

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LBMC Investment Advisors' Greg Herman Named Barron's Top

Firm Receives National Accolade for Fourth Consecutive Year...

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Ryan H. Scott Named to Barron's List of Top Financial Advisors in the Country for 2023

Ryan H. Scott Named to Barron's List of Top Financial Advisors in the Country for 2023
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Jeffrey R. Germain named as one of Barron's Top 1,200 Advisors and Forbes Best-In-State Wealth Advisors in 2022

Beverly Hills, CA (PRWEB) April 27, 2022 -- Jeffrey R. Germain, Managing Director – Private Wealth Financial Advisor- has been recognized on the America’s

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13 Biggest Money Mistakes Financial Advisors Have Seen

13 Biggest Money Mistakes Financial Advisors Have Seen
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Mercer Advisors Acquires Marrs Wealth Management, LLC

Mercer Advisors Acquires Marrs Wealth Management, LLC
Acquisition of Marrs Wealth Management, LLC (Registered Investment Adviser), Expands Mercer Advisors' Presence in Iowa and Central United States
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DENVER, Jan. 25, 2021 /PRNewswire/ -- Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser ("RIA"), today announced the acquisition of Marrs Wealth Management, LLC, ("Marrs"), a respected wealth management firm located in Ames, Iowa. Marrs serves approximately 275 clients with assets under management ("AUM") of approximately $215 million. Marrs was founded in 2010 by Craig Marrs, CFP®, CIMA®, AIF® ("Craig"), focusing on delivering comprehensive wealth management services to high net worth (HNW) clients. Marrs has three LLC members: Craig, Andra L. Reason, CPA, CFP®, and CSEP® ("Andra"), and Nathan Brammer, MBA, CIMA®, AIF® ("Nate"). In all, four Marrs team members will be joining the Mercer Advisors' team. The Marrs transaction closed December 31, 2020. From November 30 to December 31, Mercer Advisors acquired seven RIAs with a combined total of nearly $3.9B in AUM serving over 3,200 new clients with its expanded wealth management offering.

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