Mercer Global Advisors, a national registered investment adviser (RIA), has announced the acquisition of O’Brien Wealth Partners, a Waltham, Mass.-based firm providing comprehensive wealth management and planning services to high-net-worth individuals, families and nonprofits. The team manages approximately $1.1 billion in client assets.
Since 1986, O’Brien Wealth has delivered personalized financial planning, investment management and sustainable investing solutions. The firm serves more than 500 individuals and families in New England and beyond with a goals-driven approach to financial outcomes. Women and couples who view financial empowerment as a shared value, as well as nonprofits and investors prioritizing sustainability are among the specialty clients served by the firm. With a diverse, cross-generational team, O’Brien Wealth was seeking a partner with a collaborative operating and client service model with the opportunity to both preserve and accelerate its fut
