It’s official! As of December 15, 2019 Adam Financial Associates (AFA) is joining the Mercer Advisors’ team! Mercer Advisors is proudly recognized as one of the top wealth managers in the United States, ranked consistently among the largest independent Registered Investment Advisers and financial planning firms nationwide.
Mercer Advisors will be our “new home” – for our clients and myself along with the entire AFA team. Mercer Advisors is a great cultural fit, sharing our values and commitment to putting clients’ interests first.
We will continue to serve our clients’ wealth management needs from our current location without interruption. By adding a national partner like Mercer Advisors, we can bring clients more services and support, greater investment resources, and a deeper bench of experts.
Mari Adam, CFP®, MBA, CRPC®
Founder & President