Mercer Advisors Expands “Healthy, Wealthy Lives” Initiative in Jacksonville, Strengthening Community Wellness Through Financial and Physical Well‑Being

Series of upcoming seminars with the YMCA will focus on health and wealth

JACKSONVILLE, Fla.--(BUSINESS WIRE)--Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), is deepening its longstanding commitment to the Jacksonville community through a series of initiatives designed to help families live healthy, wealthy lives.

The Mercer Advisors team in Jacksonville is rooted in the belief that financial clarity and physical well-being go hand in hand. As part of this commitment, Mercer Advisors is sponsoring programs to support local families and individuals striving to improve their health and resilience. The firm is partnering with the First Coast YMCA at Nocatee to host two upcoming educational seminars open to the community:

- Thursday, April 30 at 11:00 AM — “Healthy, Wealthy Aging”: Learn simple, practical ways to navigate retirement so you can enjoy healthy, stress-free, and financially empowered aging.

- Tuesday, May 5 at 5:30 PM — “Fiesta for Their Future”: Join Mercer Advisors for Mexican catering, margarita mocktails, and a relaxed/judgment free space to learn about college savings strategies and ask questions.

Registration in advance for the events is not required and walk-ins are welcome. These sessions are designed to empower families with practical tools for longevity planning, healthcare cost modeling, and education funding—key components of Mercer Advisors’ holistic approach to financial wellness.

“At Mercer Advisors, we take a comprehensive view to people’s finances – financial planning, estate and tax planning, investment management, insurance solutions and more,” said Ian Aguilar, a principal and wealth advisor at Mercer Advisors. “We believe that true wealth also needs to consider your health, your relationships, and your financial peace of mind. Collaborating with the YMCA allows us to support all dimensions of well-being for the families we serve.”

As part of its commitment to healthy, wealthy lives, Mercer Advisors was also proud to serve as the presenting sponsor of the YMCA’s Miles of Strength 5K. The Jacksonville team actively supports community wellness programs including Healthy Aging initiatives, military‑focused services, and LIVESTRONG at the YMCA, reflecting the firm’s belief that financial wellness and community wellness are deeply interconnected.

“Our work is about helping people thrive at every stage of life,” said Jenn King, Wealth Advisor at Mercer Advisors. “Whether we’re guiding families through education planning or helping families navigate retirement, we’re committed to supporting the full picture of healthy living. When our families are strong, our community is strong.”

Mercer Advisors has $928 million in assets in Jacksonville, as of March 31, 2026, and has been recognized as one of Jacksonville’s top financial advisors. The firm was named to the Top 5 of the 2026 Top First Coast Certified Financial Planners List and was recognized as one of Jacksonville’s top 10 registered investment advisors in the Jacksonville Business Journal 2025 Registered Investment Advisors List.

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. Founded in 1985, 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 over 1,560 employees, and operates nationally through more than 110 locations. Mercer Advisors has $98 billion in client assets. For more information, visit merceradvisors.com and merceradvisors.com/partnerwithus.

Important Information

Company statistics as January 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.

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.