Tag Archives | succession planning
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It’s Official! Adam Financial Joins Mercer Advisors

A message to our clients from Founder and President Mari Adam: It’s official! As of December 15, 2019 Adam Financial Associates (AFA) is joining the Mercer Advisors’ team! Mercer is proudly recognized as one of the top wealth managers in the United States, ranked consistently among the largest independent Registered Investment Advisers and financial planning […]

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Succession Stories From The Front Line: Come Hear How We Did It

You’ve built a successful investment advisory firm. Now what? How do you execute a succession plan that lets you engage and retain next generation advisors? Come hear two of my colleagues and me talk about how we did it. Our panel is Monday afternoon, December 9, at the DeVoe G2 Forum – Fontainebleau Miami Beach. […]

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