Mercer Global Advisors Inc., a national registered investment adviser, has acquired Miller Advisors Inc., a wealth management firm located in Kirkland, Washington. Mercer advisors is backed Oak Hill Capital.
Miller president and CEO Kathleen Miller stated, “Our clients are at the foundation of what we do and who we are as a firm. Finding a partner with a similar mission of putting clients first and offering lifecycle planning using financial planning principles was essential to us.”
Nicole Miller, Miller managing partner, added, “In our conversations with Dave Barton and the Mercer team, we came to realize the synergies across our firms. With this partnership, we have the opportunity to collaborate with a network of advisors around the country while maintaining our personalized approach with our clients.”
David Barton, vice chairman, who led this transaction on behalf of Mercer Advisors added, “Kathleen and Nicole have built a successful business and were looking for support in their succession plan as well as providing career development opportunities for their team. We (Mercer) were looking at their expansive expertise in divorce consulting and women’s advocacy, something we strongly support. Our firms are both compatible and complementary, a true win-win.”
Dave Welling, chief executive officer of Mercer Advisors said, “Kathleen and Nicole have assembled a strong team and are highly respected. Their involvement and contributions to their community and local philanthropic organizations demonstrates their strong character. This is the ninth women-led firm we have partnered with and they represent the type of talent we seek to add to our team. We are excited to partner with the Miller team and look forward to serving their clients with expanded wealth management services for years to come.”