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Colorado-based wealth management firm and investment adviser offering investment management, tax planning, trust and estate services.
Based in Colorado, US, and founded in 1985, Mercer Global Advisors Inc. is an investment adviser offering full-service wealth management, including investment management, tax planning and preparation, corporate trustee services, estate planning and insurance solutions. Founder Kendrick Mercer started the firm as a law practice focused on estate planning before it became a planning-focused independent registered investment advisory business. In November 2025 the company acquired Thompson Advisory Services, LLC.
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