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Mercer Advisors likes Denver better than East Beach

By   /  Friday, March 1st, 2019  /  Banking & Finance, Latest news, Nonprofits, South Coast, West Ventura County  /  Comments Off on Mercer Advisors likes Denver better than East Beach

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Mercer Advisors acquires Duckworth Wealth Advisors

By   /  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 →

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