Mercer Global Advisors Inc., a national Registered Investment Adviser based in Denver, Colorado, has acquired McGee Wealth Management Inc. (MWM), a wealth management firm located in Portland, Oregon.
Mercer Global Advisors is a full-service wealth management firm that specializes in providing investment advice, financial and estate planning, and taxes, and corporate trustee and trust administration services. It manages over $25.5 billion in client assets.
MWM serves approximately 800 clients with assets under management of approximately $815 million. The firm was founded by Judith McGee and joined by her daughter D. Linette Dobbins.
“Judith McGee is a well-known advocate of women’s issues including financial literacy, independence, and equality,” Dave Welling, CEO of Mercer Advisors said. “We share her passion on these subjects and look forward to her adding her voice to our nationally recognized InvestHERs and Women & Wealth programs which focus on the advancement of women professionals in our industry and tailoring our services for our female clients.”