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Mercer Advisors acquires Fabian Wealth Strategies

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Mercer Advisors has acquired Fabian Wealth Strategies, registered investment adviser managing USD95 million in client assets, located in Costa Mesa, California.

CEO David Barton says: "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, says: “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 specialised 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."
 
Anthony Salewski, a board member of Mercer Advisors and managing director of Genstar Capital, which acquired Mercer in 2015, says: "We continue to be very pleased with Mercer's growth and the company's expansion will accelerate from strategic add-on acquisitions into important and growing geographic markets."

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