Mercer Advisors increases their presence in Florida through the incorporation of the Family Wealth Planning Group.
Mercer Global Advisors, the nation's top-ranked RIA firm according to Barron's, has announced the acquisition of Family Wealth Planning Group, a Naples, Florida-based wealth and tax planning firm overseeing $1.2 billion in assets. The acquisition significantly expands Mercer's presence and capabilities in the Florida market, aligning with the evolving needs of clients in the region.
The Family Wealth Planning Group, led by principals Tom LaMacchio and Nadia Keric, manages assets for approximately 200 families. Their deep industry experience, passion for client service, and culture that aligns with Mercer's values make them an ideal fit for the acquisition.
The deal adds a dynamic, multigenerational team of nine advisors and support staff to Mercer's roster, strengthening its footprint in a wealthy geographic market. This acquisition also expands Mercer's tax planning capabilities through the affiliate Family Wealth Tax Advisory, providing a broader range of client services.
This acquisition is part of Mercer Advisors' broader growth strategy, which has seen multiple sizable acquisitions in 2025. These deals indicate a strong orientation toward scaling through strategic M&A to enhance service offerings and market reach.
Notably, the acquisition of Family Wealth marks the 20th women-led partner firm to join Mercer Advisors, where women now make up nearly half of the client-facing team.
Key details supporting this rationale include:
- Family Wealth Planning Group's dedication to personalized, comprehensive, and multigenerational wealth management aligns well with Mercer's values.
- The acquisition adds a robust financial planning capability, executive-focused services, and a dynamic next-generation team to Mercer's offering.
- The acquisition does not affect the fee structure for tax preparation and tax filing, which remain a separate fee from Mercer Advisors' investment management and planning services.
- Mercer Advisors does not provide legal advice to clients, and all estate planning documentation preparation and other legal advice is provided through select third parties unaffiliated to Mercer Advisors.
- Trustee services are offered through select third parties with which a client would engage directly.
- Mercer Advisors has a related insurance agency, Mercer Advisors Insurance Services, LLC (MAIS), which provides individual life, disability, long-term care coverage, and property and casualty coverage through various insurance companies.
- No fee was paid for participation in the ranking, but Mercer Advisors has paid a fee to Barron's to use the ranking in marketing.
- MAIS and Strategic Partner have a revenue sharing agreement, with Strategic Partner receiving a percentage of the commission revenue.
In conclusion, the acquisition of Family Wealth Planning Group accelerates Mercer's growth in a strong market by acquiring a well-established, client-focused, multigenerational wealth management firm with substantial AUM and expertise, thereby broadening Mercer's comprehensive wealth and tax advisory services in Florida.
- The acquisition of Family Wealth Planning Group by Mercer Global Advisors, a top-ranked RIA firm, significantly increases their presence and capabilities in the Florida market, aligning with the evolving needs of clients in the region.
- The deal adds a dynamic, multigenerational team of nine advisors and support staff to Mercer's roster, strengthening its footprint in a wealthy geographic market and expanding its tax planning capabilities through the affiliate Family Wealth Tax Advisory.
- Notably, the acquisition of Family Wealth marks the 20th women-led partner firm to join Mercer Advisors, where women now make up nearly half of the client-facing team.
- Mercer Advisors' broader growth strategy includes multiple sizable acquisitions in 2025, indicative of a strong orientation toward scaling through strategic M&A to enhance service offerings and market reach.
- The acquisition does not affect the fee structure for tax preparation and tax filing, which remain separate from Mercer Advisors' investment management and planning services, and Mercer Advisors does not provide legal advice to clients.
