Mercer Advisors Acquires AFI Wealth Strategies Green Bay–based advisor Andrew Farrah said joining Mercer was a better way to grow his business than rebuilding it himself.
Mercer Global Advisors, an RIA consolidator with $31 billion in client assets, acquired advisor Andrew Farrah’s $240 million AUM firm, AFI Wealth Strategies.
The Green Bay, Wis.–based firm, provides wealth and financial planning to high-net-worth individuals, families and their businesses, according to a recent news release.
“I built a successful and growing practice but had reached the limits of my capacity. To continue to add clients and grow I had to reinvent my business,” said Farrah.