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JMMS, SHMS celebrate wins at KYA Conference

During the last week of school in December, James Madison and South Hopkins middle school students returned to the Kentucky Youth Conference in Louisville and Frankfort, KY. ....

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Generational Group Wins Multiple 2023 M&A Advisor Awards

Generational Group Wins Multiple 2023 M&A Advisor Awards
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Bordeaux Wealth Advisors CEO Named to Barron's List of Top 100 Independent Advisors

Bordeaux Wealth Advisors CEO Named to Barron's List of Top 100 Independent Advisors
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Mercer Advisors Acquires McGee Wealth Management, Inc.

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DENVER, Jan. 11, 2021 /PRNewswire/ Mercer Global Advisors Inc. ( Mercer Advisors ), a national Registered Investment Adviser ( RIA ), today announced the acquisition of McGee Wealth Management, Inc. ( MWM ), a respected wealth management firm located in Portland, Oregon. MWM serves approximately 800 clients with assets under management ( AUM ) of approximately $815 million. MWM was founded by Judith A. McGee, L.H.D., CFP®, ChFC® ( Judith ) joined by her daughter D. Linette Dobbins, CFP® ( Linette ), focusing on delivering comprehensive wealth management services to their high net worth (HNW) clients. MWM has four shareholders that include Judith, Linette, Jennifer Currin Gutridge, CFP® ( Jennifer ), and Sarah Elise Berry, Vice President ( Sarah ). In all, fifteen (15) MWM team members will be joining the Mercer Advisors team. The MWM transaction closed December 31, 2020. ....

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