Hopefully by now you have already heard the exciting news that M.J. Smith & Associates Inc. is now part of the Mercer Advisors wealth management firm. After spending the last 37 years helping hundreds of clients accumulate wealth and prepare for retirement, I realized it was very important for my clients, staff and family to have an organizational structure in place for my eventual retirement. While I am not yet ready to retire, I am pleased to report to you that I have decided to affiliate with Mercer Advisors so that we can be relied upon to provide comprehensive financial guidance to you and your loved ones for many years to come.
While I will not bore you with a detailed description of all the firms that I evaluated for consideration, let me just say that it has been a significant undertaking these past few years. After all, I have always viewed my clients like family. I have watched and counseled you through the many trials and tribulations that life can deal us, in addition to the many severe panic stricken economic unfoldings we have encountered over the past three plus decades. I wanted to be certain that any firm I selected would bring the integrity, trustworthiness and professionalism that my clients, family and staff deserve.
I arrived at the decision to join Mercer Advisors for many reasons. First, they have 35 years of experience in providing comprehensive wealth management expertise to their clients. The word comprehensive is referencing the fact that proper financial planning is much more than just picking investments. They, like us, view ones’ goals as the driving focus behind decisions that need to be made. Integrating your balance sheet, tax situation and cash flows into a financial independence plan and complimented by proper estate planning and risk management is the only way to be assured you have not missed anything important, in our opinion. Mercer Advisors echoes my passion in addressing all of these areas.
Additionally, Mercer Advisors, with their 45+ offices throughout the nation and approximately $20 Billion of assets under management, has the resources to have on staff tax and estate planning professionals to assist our clients and their advisors as needed. In addition, their services include a Corporate Trustee department to assist our clients as they age or to protect assets being passed on to their children or grandchildren.
In addition to the expansive client services mentioned above, Mercer Advisors will be bringing to our office substantial assistance in upgrading our technology platform which will allow us to provide an even better client experience with more on demand access to information. Furthermore, they will be handling a lot of the day-to-day human resource, compliance and portfolio accounting tasks, giving us all more time to spend addressing our clients requests and service needs. Their business model is based upon the premise that happier clients provide more referrals, hence more growth.
I am pleased to report that our team is remaining intact and our office location is staying the same. Furthermore, your accounts will remain at Raymond James and your fee schedules are not going to increase. You will notice our name will be changing to Mercer Advisors as we transition.
In summary, I am so very thankful for the many years of trust and confidence you have placed in me and I am confident that the decision to join Mercer Advisors will serve you and your family well for many years to come.
MercerGlobal Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Corporate Trustee services are offered through National Advisors Trust Company, the largest federally chartered trust company created by registered investment advisors for the benefit of their clients.
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