Mercer Advisors Expands Women & Wealth Event Series, Addressing the Financial Turning Points That Shape Women's Lives

DENVER--(BUSINESS WIRE)--Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), continues to address the unique financial issues facing women through its growing Women & Wealth event series—part of a firmwide initiative to serve women through comprehensive financial planning, wealth building, and meaningful community engagement.

Over the past year, Mercer Advisors has hosted an array of Women & Wealth programs across the country, each tailored to the unique needs of women in different careers, industries, and life stages. These events showcase a diverse set of perspectives on topics in wealth management, career leadership, real estate, health, and legacy planning to spark meaningful conversations, so women can approach their wealth decisions with clarity, confidence, and intention.

“Women are increasingly driving financial decisions for their families, their businesses, and their communities,” said Laura Combs, Executive Managing Partner and Head of Women and Wealth at Mercer Advisors. “Our Women & Wealth event series is designed to recognize this financial leadership position by providing women with the tools, insights, and support they need to thrive.”

Upcoming Event

Mercer Advisors will continue expanding the Women & Wealth practice with new programs designed to meet women where they are — professionally, personally, and financially. The next event in the series is a webinar, open to all:

• June 24 Webinar — Your Money, Your Values: How to Align Your Portfolio With Your Priorities, Goals, and Real Life This live one-hour webinar is designed to explore the unique financial planning needs that women face today. Presented by Kelly Gaur, Regional Vice President, Gaby Mollick, Wealth Advisor, and Laura Combs, Executive Managing Partner, the webinar highlights how you can amplify and simplify your financial life, strengthen your financial confidence, and help achieve the goals that define success on your terms. A live Q&A session will follow the presentation. Register here.

Highlights From Recent Women & Wealth Events

• Women Executive Events — San Francisco, Washington, D.C., and Atlanta. Mercer Advisors hosted a series of exclusive, invitation-only dinners for senior women executives shaping the future of leadership. This curated experience fostered candid conversations around pivotal financial moments—equity compensation, liquidity events, family planning, career transitions, and legacy building. The next event in this exclusive series will be held in Denver.
• REALM Women & Wealth Webinar Tailored for real estate professionals, as part of an ongoing strategic partnership between Mercer Advisors and REALM® Global, a curated network of accomplished real estate professionals. This event featured a chat with Laura Combs, exploring the intersection of wealth-building, market dynamics, and the unique financial considerations facing women in the real estate industry.
• Santa Barbara Women & Wealth Luncheon: Creating Legacy. A gathering centered on financial legacy planning, this luncheon offered insights on aligning wealth with personal values to create meaningful, long-term impact for families and communities, featuring a presentation by Casey Rogers, CEO & Founder of Telea Insights, and Stefanie Kohler, a senior wealth advisor at Mercer Advisors, on financial legacy planning.
• Oklahoma City Health & Wealth Event Bringing together women in Oklahoma City, this event blended a financial panel discussion with a wellness-focused yoga session—reinforcing Mercer Advisors’ integrated approach to financial and personal well-being.

Women & Wealth Practice at Mercer Advisors

The Women & Wealth practice at Mercer Advisors is designed to create the best possible context for women to experience Economic Freedom™ and for women fiduciary professionals to do the best work of their career.

The Mercer Advisors’ approach embeds women-centered financial planning and career advancement into the firm’s business priorities, leadership structure, and client experience. Women & Wealth practice members work with women professionals and business owners across industries and career stages, as well as with women in and around major life stage moments including divorce, widowhood, inheritance and legacy planning. Its services are delivered through the firm's integrated suite of family office services, including institutional-grade investment management, financial planning, estate and tax planning.

About Mercer Advisors

Mercer Global Advisors, Inc. was named the #1 ranked RIA firm in the nation for two years in a row according to Barron’s 2025 and 2024 Top 100 Registered Investment Advisor Firms. It is also distinguished as the Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side.

For over 40 years, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors Inc. is headquartered in Denver, Colorado, is privately held, has 1,620+ employees, and operates nationally through more than 110 locations. Mercer Advisors has $99 billion in client assets. For more information, visit merceradvisors.com.

Company statistics as of March 31, 2026. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.

“Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Mercer Advisors Tax Services, LLC, does not provide financial audit, assurance, compilations, or forensic accounting services. Each individual tax situation is unique, depending on complexity, additional fees may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies. Trustee services are offered through select third parties with which a client would sign an additional agreement, and additional fees may apply.

2025 and 2024 - Barron’s Top 100 RIA methodology

Mercer Global Advisors, Inc. was ranked #1 for non-mega RIA firms. Advisers who wish to be ranked fill out a 100+ question survey about their practice. Barron's verifies that data with regulatory databases and then Barron's applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron's does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing.

2026 Wall Street Journal Buy Side – Best Overall Firm for High-Net-Worth Investors

Buy Side analyzed some of the largest and best-known independent registered investment adviser (RIA) firms and scored those firms based on their fees, advisor credentials, customer support, available services, portfolio construction and account minimum. These factors were weighted based on WSJ reader surveys regarding what they considered most important when choosing an advisor. Prioritized, were firms that have a client base of 50% or more HNWIs according to their most recent Form ADV filing. To be considered a top financial advisor for high-net-worth individuals, a firm has to offer comprehensive wealth management services. Firms were rated on a scale of 1 to 5 stars using a weighted scoring model out of 100 possible points. A 5-star rating represents top performance relative to the field, rather than a requirement to achieve a theoretical perfect score of 100.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.