Mercer Global Advisors Inc., a full-service wealth management firm and national RIA and backed by Oak Hill Capital and Genstar Capital, has acquired HawsGoodwin Investment Management Inc., a wealth management firm.
HawsGoodwin serves 280 clients with assets under management totaling $680 million. The firm offers financial planning and portfolio management to HNWs, families, trusts and corporate clientele. HawsGoodwin focuses on an ensemble team approach and assists its clients in financial freedom through capital protection, wealth growth, tax optimization and smart financial and investment decisions.
“I like the fact that through Mercer Advisors we could add to our current model and offer our clients a broader array of services including estate planning, tax analysis and family office services,” commented Art Haws, co-founder of HawsGoodwin. “Cam Goodwin and I also admired the career path opportunities and training programs they had for our staff that foment substantive career development opportunities beyond what we could provide. At the end, it was the best decision for us and gave us immediate scale and time leverage.”
“While we were skeptical about meeting with David Barton, we thought why not hear him out and see our options,” added Goodwin. “We did meet with Dave and I’m glad we did. Through our meetings we learned we could continue running our office, offload the things we don’t like doing like compliance and HR, freeing up more time doing what we do best which is serving clients and winning new ones. It was less about succession planning and much more about optimizing for the future and enabling Art and me to focus on those things that add the most value to us personally and professionally.”