Denver-based wealth management firm Mercer Advisors completed its acquisition of San Mateo-based wealth management firm Dragon Financial Group on Thursday.
It is the sixth firm that Mercer Advisors has acquired since November.
“We are delighted to be joining forces with Joseph and Marie and the entire seven-member Dragon Team. Their ‘personal CFO’ service philosophy mirrors our family office business model,” Dave Welling, the CEO of Mercer Advisors, said in a statement. “This acquisition…
