Mercer Advisors Acquires The Asset Advisory Group, Inc. Expanding Mercer Advisors’ Ohio Presence – QNT Press Release


DENVER, Oct. 5, 2022 /PRNewswire/ — Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of The Asset Advisory Group, Inc. (hereinafter “TAAG”). TAAG is a respected wealth management firm located in Cincinnati, Ohio that serves approximately 160 clients with assets under management (AUM) of approximately $370 million.

Jeannette A. JonesCPA, CFP®, (“Jeannette”) founded TAAG in 1988 and she and her partner David E. Workman (“Chip”), President, MBA, CFP® have been helping their clients achieve financial freedom through comprehensive wealth management and financial planning. Jeannette and Chip believe: “The good life is about feeling comfortable to do what makes you happy without letting financial worries get in the way. With the financial clarity gained from working with TAAG and our superior team of professionals, clients will be confident that their choices are helping them realize the life they have always wanted, today.”

Commenting on the transaction, Jeannette stated: “Our clients are like family to us, and as fiduciaries we put their interests above our own. This fiduciary mandate also requires us to prepare for the day that …

Full story available on Benzinga.com



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