Registered investment adviser Mercer Advisors Inc. has acquired Clearwater, Fla.-based GFS Private Wealth LLC, an independent privately held company that offers wealth management services.
GFS provides investment and life-planning solutions to individuals and their families. It also offers guidance on financial issues including investments, retirement, estate planning, charitable giving and family business issues. The transaction increases Mercer Advisors' AUM to more than $12 billion.
GFS founders Greg Willsey and Sandra Nesbit, along with their team, will continue to operate out of their existing location.