It also reinforces Mercer Advisors’ investment in women-led advisory leadership. McConnell Financial Advisors provides financial planning and investment management services to clients across various life stages. The firm is anchored in its “Life by Design” philosophy, which helps clients clarify their long-term vision and align financial goals with personal purpose. While the firm mainly serves women, it works with clients of all backgrounds seeking to live intentionally and plan proactively.

“Their planning-first philosophy and focus on empowering women through financial confidence reflect the very best of what our profession can offer,” said Laura Combs, executive managing director, Mercer Advisors.

For founder Renée McConnell, the decision to partner with Mercer Advisors was guided by a desire to find a firm that embraced similar values and could support continued growth while maintaining a boutique, relationship-driven client experience.

“Mercer Advisors stood out for its deep bench of planning expertise, strong culture and ability to help us scale our impact without losing what makes us special,” McConnell said.

Mercer Advisors’ acquisition of McConnell Financial Advisors deepens its footprint across the Mountain West and adds to the firm’s growing national focus on Women & Wealth initiatives, supporting women as clients, advisors and leaders within the wealth management profession.

The latest purchase continues a run of acquisitions by Mercer. Recently, it acquired Thompson Advisory Services, a Portland, Oregon-based RIA managing with about $260 million in client assets. It also acquired Eagle Wealth Management, Eagle Wealth Accounting, and West Oak Capital as well as Family Wealth Planning Group and its affliliate Family Wealth Tax Advisory, a Naples, Florida-based wealth and tax planning firm overseeing $1.2 billion in assets. See more here and here.

Headquartered in Denver, Colorado, Mercer Global Advisors is privately held, with $90 billion in client assets.