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PE-backed Mercer Advisors acquires Jordan Financial Strategies

September 7, 2022 at 2:02 pm

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Mercer Global Advisors (Mercer Advisors), a national Registered Investment Adviser (RIA) backed by probate equity firms Oak Hill Capital and Genstar Capital, has acquired Jordan Financial Strategies, a wealth management firm located in Denver, Colorado.

Found by Kristy R Jordan, CFP, ChFC, CLU, in 1998, Jordan currently serves clients with assets under management (AUM) of approximately $120 million.

The firm provides a comprehensive wealth management and financial planning offering to clients.