Mercer Advisors, a California-based wealth management firm, has set up a new headquarters in Denver, Colorado.
The new Central Hub will be home to various teams and functions to support regional offices of the firm.
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Mercer Advisors CEO Dave Welling said: “As part of our vision for an integrated business model, we will continue to invest in our central functions to provide a consistent and superior client and adviser service experience.
“Denver is geographically central to our business and will be a great location for our new headquarters and employees, offering a high quality of life, affordability, and access to premium cultural and recreational activities.”
The firm also recently unveiled a new investor education portal known as The Science of Economic Freedom.
Headed by finance professional Doug Fabian, the portal includes a regular podcast on timely investing and personal finance topics, a regular newsletter, research tools, special reports, as well as offer access to wealth coaching from the firm.
“We developed this resource specifically to help raise the knowledge and sophistication of the investing public. Our work with thousands of investors around the country has shown us that there is a clear need for user-friendly, multi-channel educational resources and support to ensure their long-term financial hopes and dreams,” Welling noted.
