Mercer Global Advisors, a national registered investment adviser (RIA), has bought the Asset Advisory Group Inc., a wealth management firm in Cincinnati, Ohio.
The Asset Advisory Group looks to help clients with financial freedom through wealth management and financial planning. The firm serves approximately 160 clients with assets under management of approximately $370 million.
“We are thrilled to be expanding our presence in Ohio with a team that has deep connections to the community, and we look forward to working together to deliver meaningful results for our shared clients,” says Dave Welling, chief executive officer of Mercer Advisors.
The Asset Advisory Group was represented by Park Sutton Advisors LLC.