June 18, 2024
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Mercer Advisors likes Denver better than East Beach


One year after leaving the Central Coast for the Mile High City, Mercer Advisors has acquired six independent investment advisory firms, including San Mateo-based Dragon Financial Group. Mercer CEO Dave  Welling told the Denver Business Journal in early February that “as lovely as Santa Barbara is, it just wasn’t working to be able to support…


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