A message to our clients from Founder and President Mari Adam:
It’s official! As of December 15, Adam Financial Associates (AFA) is joining the Mercer Advisors’ team! Mercer is one of the nation’s leading fee-only advisors, ranked consistently among the largest independent Registered Investment Advisers and financial planning firms in the U.S.
Mercer Advisors will be our “new home” – for our clients and myself along with the entire AFA team. Mercer is a great cultural fit, sharing our values and commitment to putting clients’ interests first.
We will continue to serve our clients’ wealth management needs from our current location without interruption. By adding a national partner like Mercer Advisors, we can bring clients more services and support, greater investment resources, and a deeper bench of experts, including access to enhanced trust, bill paying and charitable capabilities. For us, this partnership with Mercer Advisors allows us to deliver greater value to you and simultaneously create a business continuity strategy that ensures my team and I will be here to serve you for many more years to come.
You will continue to receive the individualized attention and service you have always counted on through our local office. The key difference is that our office will have the strength and backing of Mercer Advisors. Mercer currently has 41 offices nationwide, is staffed by over 360 employees, manages approximately $16 billion in assets, and is a recognized leader in our industry. Here’s what you can expect:
More services for you: Changes in investments, technology, taxes, estate planning and regulations are happening with increasing speed, and Mercer Advisors will provide us with additional resources so we can deliver even better service to you.
Detailed financial planning: All Mercer Advisors clients can take advantage of the robust financial planning process the company offers. Whether you are in retirement or close to retirement, having a comprehensive financial plan eliminates the guesswork of knowing just how sustainable your finances are for the rest of your life.
Our entire team looks forward to continuing to work with you on your financial and investment needs. We are very excited to become part of the Mercer Advisors team, and believe you will be very impressed with our new suite of services and capabilities.
Thank you for your support and the confidence you and your family have placed in us. We look forward to working with you, and wish you all the very, very best for 2020!
Mari Adam, CFP®, MBA, CRPC®
President & Founder