Mercer Global Advisors, a national registered investment adviser (RIA), has announced the acquisition of Tufton Capital Management, a Hunt Valley, Md.–based financial planning and advisory firm. With Tufton Capital, Mercer Advisors will have approximately $3 billion in client assets in the region.
The firm specializes in serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, with a strong focus on cultivating long-term, multigenerational relationships.
Tufton Capital can now access Mercer Advisors’ comprehensive suite of services, including family office capabilities, expanded estate and tax planning support and institutional-level investment resources. This partnership will enable Tufton to enhance its client experience, scale its operations and continue building on its legacy of trusted, multigenerational wealth management.
