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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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Mercer Global buys second woman-led RIA in a week

Mercer Global buys second woman-led RIA in a week
McGee Wealth Management, a Portland, Oregon-based firm with 800 clients and $815 million in assets under management, is leveraging the sale for succession planning.
January 11, 2021
Mercer Global Advisors is buying McGee Wealth Management, a Portland, Oregon-based firm serving 800 clients and managing $815 million, in its third acquisition this month of a firm with more than $800 million under management.
McGee Wealth, co-founded by Judith McGee and Linette Dobbins, is the second woman-led RIA Mercer has acquired in less than two weeks.
Mercer also announced last week that it is buying Kays Financial Advisory, another Atlanta-based RIA managing $800 million. ....

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