Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser ("RIA"), today announced the acquisition of Atlanta Financial Associates, LLC ("AFA"), a respected wealth management firm located in Atlanta, Georgia. AFA serves approximately 570 clients with assets under management ("AUM") of approximately $815 million. AFA was founded in 1992 by Julianne Andrews, MBA, CFP, AIF ("Julie") and Cathy Miller MBA, CFP®, CRPS®, CDFA™ ("Cathy") focusing on delivering comprehensive wealth management services to their high net worth clients. AFA has four shareholders that include Julie, Cathy, Rick Henderson, CPA, CFP®, AIF®, and Chris Blackmon, CPA, CFP. In all, nineteen AFA team members will be joining the Mercer Advisors' team. The AFA transaction closed December 31, 2020.

AFA is a woman led and founded RIA that has been an industry leader for decades. Similar to Mercer Advisors, AFA is a multi-family office of financial experts who have acquired generations of knowledge and diverse skill sets to provide industry leading financial guidance for their clients. AFA's proprietary FIT™ programs: systematic analysis and roadmap of their clients' needs that charts a course from where they find their clients' current financial status to where they want to be, while simultaneously building their family's financial wellness for decades to come.

Commenting on the transaction, Julie Andrews, Founder, stated: "AFA is an RIA that puts the needs of our clients first, fiduciary minded and built. We surround our clients with industry experts designed to ensure their objectives are met in whatever context pertinent. When it came time for us to discuss our own succession plan and business continuity strategy, we wanted to make sure our clients continued to receive the highest quality of care. To that end, we looked for a partner that shared our 'client first' mindset and could deliver on the promise of the highest caliber financial stewardship. After meeting with David Barton, Mercer Advisors Vice Chairman and M&A Leader, we knew we had found the right partner in Mercer Advisors." Co-Founder Cathy Miller added: "We had many suitors, but Mercer Advisors was most aligned with our business model and culture and allowed us to take advantage of their scale and leverage so we could offload middle and back-office responsibilities to disciplined and specialized experts. We also loved that they offered their clients in-house family office services like estate planning, tax return preparation and corporate trustee services."