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Mercer Advisors buys Atlanta Financial Associates

Nearly three decades after launching their practice, the two founders say they’re looking forward to spending more time with clients. ....

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Mercer Advisors Acquires Atlanta Financial Associates, LLC

Mercer Advisors Acquires Atlanta Financial Associates, LLC
Acquisition of Atlanta Financial Associates, LLC (Registered Investment Adviser), Bolsters Mercer Advisors Existing Presence in Georgia and Southeast
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DENVER, Jan. 7, 2021 /PRNewswire/ Mercer Global Advisors Inc. ( Mercer Advisors ), a national Registered Investment Adviser ( RIA ), today announced the acquisition of Atlanta Financial Associates, LLC ( AFA ), a respected wealth management firm located in Atlanta, Georgia. AFA serves approximately 570 clients with assets under management ( AUM ) of approximately $815 million. AFA was founded in 1992 by Julianne Andrews, MBA, CFP®, AIF® ( Julie ) and Cathy Miller MBA, CFP®, CRPS®, CDFA™ ( Cathy ) focusing on delivering comprehensive wealth management services to their high net worth clients. AFA has four shareholders that include Julie, Cathy, Rick Henderson, CPA, CFP®, AIF®, and Chris Blac ....

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