Mercer Global Advisors, a Denver, Colorado-based registered investment adviser managing $31 billion, has acquired A. Farah Investments, an RIA firm managing $240 million in Green Bay, Wisconsin.
The firm, which serves 220 clients, does business as AFI Wealth Strategies. Andrew E. Farah, the firm’s founder, and his team will be joining Mercer.
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As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
