Mercer Global Advisors has acquired RMR Wealth Advisors, a wealth management firm located in Madison, Wis.
RMR was founded in 2009 by Erik Mikkelson, who is a co-owner of the company along with Doug Giageos and Lisa Sowls. The owners, along with a team of advisers and service professionals, serve more than 150 clients with assets under management of approximately $350 million.
“As stewards of our clients’ capital, we knew we had a responsibility to continually look to the future, focusing on what is best for our clients and ensuring there was a thoughtful strategy in place for our team to do so for decades to come. Through this process, we realized we had hit a growth inflection point and had to either significantly reinvest in the company or join a firm that had already successfully created the scale and leverage, as well as the expanded service offering, we were looking for,” said Mikkelson. “We were introduced to David Barton, vice chairman at Mercer Advisor
