Mercer Global Advisors has acquired Chapel & Collins, an RIA firm in Fort Collins, Colorado.
The acquisition brings to Mercer an additional $675 million in assets and more than 500 individuals and family clients, pushing the firm’s total assets under advisement in Colorado to nearly $5 billion across seven offices in the greater Denver area.
Chapel & Collins offers in-depth financial planning to address the management, preservation and transfer of multigenerational wealth, according to the announcement. Its seven-person team includes four CFP designees who focus on catering to high-net-worth investors across estate planning, charitable giving, tax oversight and alternative investments.
Founding partner Dennis Collins said in a statement that he sought out Mercer Advisors for its “extensive resources, specialized services and operational support.”
