Mercer acquires $350 million First Ohio Planning

Mercer acquires $350 million First Ohio Planning
RIA based in Columbus, Ohio, serves 280 households with staff of five
JAN 28, 2020

Mercer Global Advisors, a Denver-based national registered investment adviser, has acquired First Ohio Planning, an RIA based in Columbus, Ohio, managing $350 million.

First Ohio, which was founded in 1979 and has five wealth management professionals, serves 280 families. It will merge with Mercer’s existing office in Columbus.

Mercer now manages more than $18.7 billion.

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