Mercer Global Advisors has acquired CCP, a wealth management firm located in Chicago.
CCP serves approximately 100 households with assets under management (AUM) of approximately $140 million.
CCP is owned by Steve Roberts, CFP®, MBA, who will be joining the Mercer Advisors’ team along with Carin Pankros Roman, CFP®, and the entire CCP staff. CCP will be consolidating with Mercer Advisors’ existing office in Chicago.
