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Mercer Advisors Acquires Atlanta Financial Associates, LLC
Acquisition of Atlanta Financial Associates, LLC (Registered Investment Adviser), Bolsters Mercer Advisors Existing Presence in Georgia and Southeast
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DENVER, Jan. 7, 2021 /PRNewswire/ Mercer Global Advisors Inc. ( Mercer Advisors ), a national Registered Investment Adviser ( RIA ), today announced the acquisition of Atlanta Financial Associates, LLC ( AFA ), a respected wealth management firm located in Atlanta, Georgia. AFA serves approximately 570 clients with assets under management ( AUM ) of approximately $815 million. AFA was founded in 1992 by Julianne Andrews, MBA, CFP®, AIF® ( Julie ) and Cathy Miller MBA, CFP®, CRPS®, CDFA™ ( Cathy ) focusing on delivering comprehensive wealth management services to their high net worth clients. AFA has four shareholders that include Julie, Cathy, Rick Henderson, CPA, CFP®, AIF®, and Chris Blackmon, CPA, CFP®.