Mercer Global Advisors Inc., majority owned by Oak Hill Capital and Genstar Capital, has purchased registered investment adviser Atlanta Financial Associates LLC.
Atlanta, founded and led by Julie Andrews, provides advising to help clients manage the financial wellness of their families. “AFA is a strong and growing RIA who shares our dedication to providing an integrated and expansive set of services to clients to help them achieve financial health and peace of mind. AFA will be joining forces with our local resources in Atlanta expanding our already strong presence in Georgia and the Southeast region. We are excited to partner with the AFA team and look forward to serving their clients as part of the Mercer Advisors family with expanded wealth management services for years to come.” says Mercer CEO Dave Welling.
Park Sutton Advisors LLC is serving as financial advisor to Atlanta, with legal representation by Riezman Berger P.C.