Mercer Advisors Acquires Empyrion Wealth Management, Inc.
DENVER, Jan. 10, 2023 /PRNewswire/ -- Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Empyrion Wealth Management, Inc. (hereinafter "Empyrion"). Empyrion is a comprehensive wealth management firm located in Roseville, California focusing on serving the financial needs of family stewards, women in transition, and thriving retirees. President and Founder Kimberly Foss founded Empyrion in 2002, and she and her team service 90 clients with assets under management ("AUM") of approximately $250 million.
- DENVER, Jan. 10, 2023 /PRNewswire/ -- Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Empyrion Wealth Management, Inc. (hereinafter "Empyrion").
- I had known about Mercer Advisors for years through our shared relationship with Dimensional Fund Advisors and personally know David Barton, Mercer Advisors' Vice Chairman, who leads mergers and acquisitions.
- Dave Welling, Chief Executive Officer of Mercer Advisors, said, "The business combination between Mercer Advisors and Empyrion is an ideal fit with both firms anchoring on financial planning.
- Empyrion is the fifteenth women-owned advisory practice that Mercer Advisors has acquired since 2016.