Mercer Advisors Targets Florida

Amanda Cheesley

1 August 2025

Mercer Advisors, a national RIA, is continuing its run of M&A transactions by expanding into Florida with the acquisition of Family Wealth Planning Group and its affiliate Family Wealth Tax Advisory, a Naples, Florida-based wealth and tax planning firm overseeing $1.2 billion in assets for more than 200 families.

This transaction expands Mercer Advisors’ footprint in Florida by adding financial planning capabilities, executive-focused services and a next-generation team, strengthening the firm’s dedication to multigenerational wealth management.

Family Wealth Planning Group provides a full suite of wealth management services to high net worth families, business owners and executives, offering family wealth planning, investment management, estate and tax planning, next-generation education and more.

“Partnering with Mercer Advisors enables us to enhance how we serve our clients – now and in the future – while continuing to support our team,” said Tom LaMacchio, principal and founder of Family Wealth.

“Mercer Advisors’ extensive resources, especially in tax, estate and investment planning, will help us increase our impact while preserving the long-term continuity of the business,” Nadia Keric, principal and owner at Family Wealth, added.

Family Wealth marks the 20th women-led partner firm to join Mercer Advisors, where women now make up nearly half of the client-facing team. The addition also boosts Mercer Advisors’ existing presence in Naples, adding local talent and broadening service capabilities across southern Florida. All nine team members, including LaMacchio and Keric, will remain with the firm following the transaction.

“Our recent M&A momentum, welcoming three $1 billion-plus RIAs in just three months, demonstrates the strength embedded in the shared values behind these partnerships. We’re proud to support Family Wealth as they embark on this next chapter and are honored to be their partner,” Martine Lellis, principal, M&A partner development, Mercer Advisors, continued.

The latest purchases continue a run of acquisitions by Mercer. Recently, it acquired Full Sail Capital, an Oklahoma City-based wealth management firm serving high net worth and multigenerational families. It also expanded in Nashville with the acquisition of $660 million Financial Partners Group, an investment advisory and financial planning firm based in Gallatin, Tennessee. See here and here.

Mercer is among a group of wealth managers that have bought a number of firms in a consolidation and M&A trend now well established in the US and Canada.

Mercer Advisors is a parent company of Mercer Global Advisors and is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners.