Eagle Wealth + Mercer Advisors = Stronger together for you

Eagle Wealth Management |
Categories
Weekly Market Commentary

 


 

Hello,
 

Back in July, we shared some exciting news — Eagle Wealth would soon be joining Mercer Advisors. As of September 1st, we’re officially part of the Mercer Advisors family!

In case you missed it, please watch our special video message:
 

Run time 3:55

We’re thrilled about this partnership. Like us, Mercer Advisors is committed to personalized, fiduciary-first advice and dedicated to serving your best interests. Feel free to check out their website here.

While our name will gradually transition over the next several months, the most important part remains the same: your Eagle Wealth team and your advisor are not going anywhere. You’ll still find us right where we’ve always been — same office and, same phone numbers, though our email addresses will eventually be updated.

What this partnership adds is more depth behind the scenes. With Mercer Advisors, we now have access to a nationwide bench of specialists in estate planning, tax strategy, trust services, insurance, and investment management. This means more resources, deeper expertise, and a broader team supporting your financial journey — all while keeping your Eagle Wealth team as your primary point of contact.

In other words, you’ll still get the personal service and relationships you’ve come to expect, now with even greater tools and support.

We see this step as an evolution, not a change. Our mission remains the same: to put you first and walk alongside you at every stage of your financial journey. We’re honored to continue serving you and excited about this next chapter together.  Thank you for being part of the Eagle Wealth family.

With appreciation,

Your Eagle Wealth Team, now proudly part of Mercer Advisors
 
 
 

About Mercer Advisors


Mercer Advisors is a recognized industry leader and was ranked the #1 Registered Investment Advisory firm in September 2024 by Barron’s.1 

  • 100+ offices across the U.S.
  • $81 billion in client assets as of June 30, 2025
  • 1,320+ employees with over 670 employee shareholders of Mercer Advisors 

Founded in 1985 by Rick Mercer (a native of Eugene, Oregon), Mercer Advisors takes a collaborative approach to financial care — bringing together specialists across planning, investing, tax, estate, and trust services to help families achieve true financial peace of mind. 

Through this partnership, you’ll maintain or gain access to: 

  • Institutional-level investment access
  • Comprehensive financial planning and retirement strategies
  • Tax planning and preparation, including support for complex transactions
  • Estate planning and trust services with in-house strategies
  • Trustee and Executor Services
  • Planned giving and legacy support for multigenerational families
  • Insurance product specialists 

*See important disclosures below

At its core, Mercer Advisors shares our “clients first” philosophy — making this a natural next step to help us serve you even better, for years to come. Read more on their website.

 

 

 

Please Note: Eagle Wealth Management is a tradename. All services provided by Eagle Wealth Management investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Eagle Wealth Management.

1. Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

* Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unaffiliated to Mercer Advisors.
* Tax preparation and tax filing are a separate fee from our investment management and planning services.
* Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply.
*Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies.