Mercer Global Advisors (Mercer Advisors), a national Registered Investment Adviser (RIA) backed by probate equity firms Oak Hill Capital and Genstar Capital, has acquired Jordan Financial Strategies, a wealth management firm located in Denver, Colorado.
Found by Kristy R Jordan, CFP, ChFC, CLU, in 1998, Jordan currently serves clients with assets under management (AUM) of approximately $120 million.
The firm provides a comprehensive wealth management and financial planning offering to clients.
