Mercer Advisors has expanded in the Pacific Northwest by acquiring Thompson Advisory Services, based in Portland. This Registered Investment Adviser manages around $260 million in client assets. Founded in 2009 by Troy Thompson, Thompson Advisory is recognized for its planning-first approach. They focus on integrating investment management, financial and estate planning, insurance, tax strategy, and tax preparation for over 90 families. “From day one, our focus has been to bring together every aspect of a family’s financial concerns under one roof,” said Thompson. “Mercer Advisors shares that same vision, while providing the scale, resources and technology to help us elevate how we serve our clients.”
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The acquisition provides Thompson Advisory’s team access to Mercer’s broader suite of integrated family office services, including institutional-grade investment management, estate and trust planning, tax expertise, and financial education. Martine Lellis, Principal and M&A Partner Development at Mercer, noted that the new resources and tech will help the team create lasting client value. Jessica Caruso, Executive Managing Director, said the partnership fits Mercer’s planning-first philosophy and will enhance its impact in the Portland community.
