Mercer Global Advisors, a registered investment advisor majority-owned by Oak Hill Capital and Genstar Capital, has acquired Sanford Advisory Services. With $1.1 Billion AUM/A, Sanford expands Mercer Advisors’ central U.S. Presence.
Sanford approaches financial management by developing a personalized financial plan for its clientele. Sanford partners with clients as a professional advisor and is led by its partners Todd Sanford, Scott Williams, and Brent Kerstetter. Mercer Global Advisors is a wealth management firm that provides investment management, financial planning and family office services.
Dave Welling, CEO of Mercer Advisors, said, “Todd, Scott and Brent have built a great business with a strong team, and they are highly respected wealth management professionals that give back to their community. We are thrilled to be expanding our presence in Michigan and look forward to working together to deliver meaningful results for our shared clients.”