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FUNDRAISING NEWS | February 04, 2025

Mercer Global Advisors Buys Financial Partners Group

Tags: RIA, Mergers / Acquisitions

Mercer Global Advisors announced that it has acquired Financial Partners Group from Gallatin, TN, with $600M in assets, strengthening its presence in the metro Nashville area.

FPG was founded in 2013 by Scott Paschal and Bo Bowling, and specializes in retirement planning, distribution, and transfer for ultra-high-met-worth clients. Through this partnership, FPG gains access to Mercer’s investment management and planning resources while positioning its financial advisors for continuous growth.

This acquisition by Mercer follows the purchase of $110M Frango Financial which serves clients located in Washington, D.C., northern Virginia, and suburban Maryland, as reported by Dakota on December 3, 2024.

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Written By: Dakota

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