Mercer Global Advisors, a national RIA, has purchased Mirsky Financial Management Corporation, a wealth management firm.
Mirsky serves clients with a total of $320 million in assets under management, supported by a team with over 100 years of professional experience. The firm focuses on financial planning, wealth management, retirement planning, estate planning and tax services to its high-net-worth client base.
“Our vision is to uphold a superior client-centered financial practice dedicated to our current and future clients,” added Mirsky Founder, David Mirsky. “We endlessly strive to enhance the quality of our thoughtful, attentive personal service, while expanding the MFMC family by continuously providing custom-tailored advice to each relationship.”
“We share the belief that the combination of financial planning plus in-house, coordinated tax return preparation creates synergized value to the client with the CFP® professional and CPA working together to help produce value-added results for clients,” said David Barton, vice chairman of Mercer. “This is exactly what Mercer Advisors does and thus our cultural fit is very high. This is a win-win transaction for everyone.”