Mercer Advisors buys Blue Moon Wealth Advisory
Other - AUGUST 16, 2017

Mercer Advisors buys Blue Moon Wealth Advisory

by Released

Mercer Advisors has acquired Blue Moon Wealth Advisory.

Dave Welling, CEO of Mercer, said, "Blue Moon's financial planning and comprehensive wealth approach is a strong cultural fit for us and we are excited to be continuing to build our presence in Washington state.  Mike has built Blue Moon into a full-service provider of wealth management services and in partnership with Mercer we look forward to adding Mercer's scale and expertise in investments as well as our family office services such as estate and tax planning."

This is Mercer’s eighth acquisition in the last 17 months and brings its assets to $11 billion, with 7,700 clients nationwide.

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