Mercer Advisors acquires Duckworth Wealth Advisors

By Staff Report  /  Monday, February 13th, 2017  /  Latest news, Personal Finance  /  Comments Off on Mercer Advisors acquires Duckworth Wealth Advisors

Santa Barbara-based investment firm Mercer Advisors acquired Duckworth Wealth Advisors in Newport Beach, the company announced Feb. 13. Mercer acquired Duckworth and its $160 million in client assets for an undisclosed price, creating a combined company with more than $9.6 billion and 6,400 clients nationwide. Duckworth offers investment management, financial planning, estate and tax planning Read More →