Mercer Global Advisors, a registered investment adviser, has acquired Bivin and Associates.
Bivin is a wealth management company with $130 million of assets under management.
Stan Bivin, founder of Bivin, said, “After talking with David Barton, vice chairman and head of mergers & acquisitions at Mercer Advisors, we knew we found the right partner that shared a high commitment to the highest quality client care. We found our new home at Mercer Advisors. The fact that we could offload onerous back-office services and add new services like in-house estate planning, tax return preparation, and corporate trustee was a huge plus. We couldn’t be more excited.”