Mercer Advisors likes Denver better than East Beach
By Staff Report / Friday, March 1st, 2019 / Banking & Finance, Latest news, Nonprofits, South Coast, West Ventura County / Comments Off on Mercer Advisors likes Denver better than East Beach
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Read More →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 →
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