DENVER–(BUSINESS WIRE)–Mercer Global Advisors, a national Registered Investment Adviser (RIA), today announced the acquisition of Financial Partners Group, an investment advisory and financial planning firm based in Gallatin, Tennessee. This acquisition builds on the firm’s existing presence in the Nashville metro area, bringing its family office service offering to more clients in one of the country’s fastest-growing markets.
Managing $660 million in assets, FPG is led by founding partners Bo Bowling and Scott Paschal. The firm specializes in retirement planning, distribution and wealth transfer, serving a diverse client base ranging from mass affluent individuals to ultra-high-net-worth families. By joining Mercer Advisors, FPG gains access to enhanced investment management and planning resources, in addition to a broader team of specialists, in areas such as estate and tax planning, that enable the firm to provide even more comprehensive services to its clients.
“At Financial Partners, our goal has always been to stand for our clients as their most trusted advisor, combining professional expertise with integrity and personalized service,” said Bowling. “In joining Mercer Advisors, we strengthen our ability to provide the quality guidance our clients expect.”
“Bo and Scott have cultivated a highly respected practice, committed to delivering high-quality advice,” said Martine Lellis, Principal, M&A Partner Development at Mercer Advisors. “We believe deeply in their client-centric approach and focus on long-term success. Their values perfectly align with our own at Mercer Advisors. We look forward to supporting their continued growth and expanding the depth of services they can provide to their clients.”
In addition to leveraging Mercer Advisors’ extensive resources, specialized services and operational support, FPG joined the firm to position its next-gen advisors for continued growth.
“Mercer Advisors’ vast resources and enhanced capabilities will allow us to continue providing exceptional service to our clients, while also providing meaningful career opportunities for our team,” said Paschal. “This partnership enhances our ability to offer even more comprehensive solutions, helping our clients navigate their financial futures with confidence.”
“FPG has demonstrated impressive growth through connections in their community, and we’re pleased their team has chosen to partner with us to take their success to the next level,” said Ben Kautz, CFP®, Executive Managing Director at Mercer Advisors. “Their experience will be a valuable addition as we continue to grow and expand our presence in the Nashville region.”
Advice Dynamics Partners acted as the exclusive financial advisor to Financial Partners Group.
For more information about partnering with Mercer Advisors, please visit merceradvisors.com/acquisitions.
About Mercer Advisors
Mercer Advisors, the #1 ranked RIA firm in the nation according to the Barron’s 2024 Top 100 Registered Investment Advisor Firms, was founded in 1985. For 40 years, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors, Inc. is headquartered in Denver, Colorado, is privately held, has 1,220+ employees, and operates nationally through more than 110 locations. Mercer Advisors has $69 billion in client assets. For more information, visit merceradvisors.com and merceradvisors.com/acquisitions.
