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Mercer Advisors acquires Duckworth Wealth Advisors
By Staff Report / Monday, February 13th, 2017 / Latest news, Personal Finance / Comments Off on Mercer Advisors acquires Duckworth Wealth Advisors
Santa Barbara-based investment firm Mercer Advisors acquired Duckworth Wealth Advisors in Newport Beach, the company announced Feb. 13. Mercer acquired Duckworth and its $160 million in client assets for an undisclosed price, creating a combined company with more than $9.6 billion and 6,400 clients nationwide. Duckworth offers investment management, financial planning, estate and tax planning Read More →