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Mercer Advisors Acquires Epstein & White Financial, LLC
Acquisition of Epstein & White Financial, LLC (Registered Investment Adviser), Expands Mercer Advisors Presence in California
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DENVER, March 10, 2021 /PRNewswire/ Mercer Global Advisors, Inc. ( Mercer Advisors ), a national Registered Investment Adviser (RIA), today announced the acquisition of Epstein & White Financial LLC (and related entity Epstein & White Retirement Income Solutions, LLC) (hereinafter collectively referred to as EWF ), a respected wealth management firm located in San Diego, California. EWF serves approximately 1,300 clients with client assets of approximately $740 million. EWF was founded in 2013 by Brad White, CFP® focusing on delivering comprehensive wealth management services to their mass affluent and high net worth (HNW) clients. EWF has over twenty (20) team members who will be joining the Mercer Advisors team.