- Kristy R. Jordan founded Jordan in 1998
- Mercer Advisors was established in 1985
- Mercer Advisors has over $37 billion in client assets
Mercer Advisors Inc, which is backed by Oak Hill Capital and Genstar Capital, has acquired Denver-based Jordan Financial Strategies, a wealth management firm.
Kristy R. Jordan founded Jordan in 1998.
David Barton, vice chairman of Mercer Advisors, who led the acquisition of Jordan on behalf of Mercer Advisors, said in a statement, “Kristy has built a solid business with a strong team. She leads with financial planning as we do, and we could not be more excited about Kristy and her team joining Mercer Advisors.”
Established in 1985, Mercer Advisors is a wealth management firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors has over $37 billion in client assets. Headquartered in Denver, Mercer Advisors has over 760 employees, and operates nationally through 80+ offices across the country.