February 1, 2017 – Mercer Advisors Inc., a national Registered Investment Advisor firm based in Santa Barbara, has acquired Fabian Wealth Strategies, an RIA firm managing $95 million in client assets, located in Costa Mesa, California.
CEO David Barton reports, “Mercer Advisors continues to add talent and branch office presence and distribution in accordance with our strategic plans. Southern California is definitely a market in which we’re keen to expand our already significant presence.”
Doug Fabian, President of Fabian Wealth, comments, “Mercer Advisors shares our vision of how to operate a fee-only practice by providing independent, objective advice without any product sales agenda. Our affiliation with Mercer Advisors will allow us to deliver a broader range of specialized offerings, including turnkey asset management, in-house estate planning, executive benefits consulting, family office services, and trust administration. We’re now more capable and client-focused than ever before.”
“We are excited to have Doug and his team on board and to merge Fabian Wealth into our existing Newport Beach office,” adds Barton. “Doug and his advisory team – with deep local roots and extensive knowledge of the Orange County market – will gain the added strength and stability of a national powerhouse with 30 years of experience. Together, we’re ideally positioned to offer our Southern California clients a compelling Family Office value proposition ranging from world-class investment advice, financial and retirement planning, in-house estate and tax planning, asset protection advice, through to corporate trustee and trust administration services, all for one low fee.
Doug will continue to broadcast his weekly podcast on personal finance and investing. He and his team will provide investing advice and support to clients from the Mercer Advisors office in Newport Beach, CA. To contact Doug directly, email him at firstname.lastname@example.org.