Mercer Global Advisors, a national registered investment adviser (RIA), has announced the acquisition of Charter Oak Capital Management, a Portsmouth, N.H.–based wealth management firm with more than $1.5 billion in assets under management (AUM). The partnership expands Mercer Advisors’ presence along the New Hampshire seacoast and strengthens its broader New England footprint, serving clients in New Hampshire, Massachusetts and Maine.
Founded in 2002, Charter Oak is led by an experienced partner group composed of Emma Bean, Todd Cesca, Sarah Serling, Jeffrey Troiano, Lena Wyand and Karen Zaramba. The firm is recognized for its holistic approach to wealth management, delivering comprehensive solutions through integrated investment management, tax and estate planning. Charter Oak’s experienced team of advisors guides clients through life’s financial transitions with a genuine, down-to-earth approach, building deep, long-term relationships rooted in trust and community.
