Mercer Advisors Expands Footprint in Georgia With the Addition of Edward Vance Investment Management
Summary
Led by owner Edward Vance, CFP®, MBA, the Georgia-based firm specializes in comprehensive financial planning with a focus on helping clients manage, grow, and preserve their wealth. By joining Mercer Advisors, Vance gains access to expanded resources and the support of a broader team of specialists, allowing him to better serve his clients. “Leveraging Mercer Advisors’ vast team of specialists, modern technology solutions, and extensive resources will provide me with opportunities to enhance the client experience and do my best work as a financial advisor.” “Ed Vance has built a strong financial planning practice centered on delivering personalized, high-quality advice to his clients,” said Martine Lellis, Principal, M&A Partner Development at Mercer Advisors. Mercer Global Advisors, Inc. is headquartered in Denver, Colorado, is privately held, has 1,190+ employees, and operates nationally through more than 100 locations. In each of those categories Barrons does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records.