Republic Capital Group Advises Empyrion Wealth Management on Sale to Mercer Advisors

Empyrion Wealth Management is a Roseville, California-based wealth management firm with approximately $250 million in assets under management, serving 90 clients. Founded in 2002 and led by Founder and President Kimberly Foss, CFP, CPWA, the firm focuses on delivering comprehensive, intentional wealth management to family stewards, women in transition, and thriving retirees.

Mercer Advisors is a national wealth management firm headquartered in Denver, Colorado, with more than $46 billion in client assets and over 90 offices nationwide. Founded in 1985 and majority owned by Oak Hill Capital and Genstar Capital, the firm is led by CEO Dave Welling, with Vice Chairman David Barton leading mergers and acquisitions.

Republic Capital Group served as exclusive investment banking advisor to Empyrion Wealth Management on its sale to Mercer Advisors.

Empyrion Wealth Management

 

has sold to

 

Mercer Advisors

“Empyrion focuses on delivering the highest caliber financial advice to our clients, and we wanted to join a leading national RIA to add more scale and leverage capabilities to our team and clients. Their comprehensive ‘family office’ approach to client care adds the depth and breadth of service I was looking for. Best of all, our cultural fit was extremely high. Mercer Advisors was a natural choice for me, my team, and our clients.”
Kimberly Foss — Founder and President, Empyrion Wealth Management

Read the Full Announcement

Official press release on Republic Capital Group's advisory role in this transaction.

PRESS RELEASE