About ACG Wealth
ACG Wealth is a company based in Atlanta (United States) founded in 2002 by Jeffrey T Shaver and Joseph P Young was acquired by Mercer Advisors in November 2021. ACG Wealth offers products and services including Financial Planning, Investment Management, Tax Planning, and Estate Planning. ACG Wealth operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter Atlanta, United States
- Founders Jeffrey T Shaver, Joseph P Young
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Mercer Global Advisors Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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- Investors
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Employee Count
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Acquired by
Mercer Advisors
(Nov 02, 2021)
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Products & Services of ACG Wealth
ACG Wealth offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Planning, and Estate Planning.
Designs and executes personalized financial strategies for clients
Manages tailored institutional-grade investment portfolios
Provides preparation and strategic tax planning services
Offers solutions for estate and insurance needs
Funding Insights of ACG Wealth
Detailed funding history for ACG Wealth
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Investors in ACG Wealth
ACG Wealth has secured backing from 1 investor. Prominent investors backing the company include Mercer Advisors.
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Wealth management and advisory services are provided for investment industries.
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Investor details for ACG Wealth
Investor domains, locations, round participation, and complete history require an active premium plan.
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Investments & Acquisitions by ACG Wealth
Investment portfolio details for ACG Wealth
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Financial Statements - ACG Wealth
Detailed financials for ACG Wealth
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Acg Wealth Comparisons
Peer comparison for ACG Wealth
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Competitors of ACG Wealth
ACG Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
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M&A advisory, capital markets, and wealth management services are offered.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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Provider of wealth management services
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Detailed competitors of ACG Wealth
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Latest news on Acg Wealth
Complete news archive for ACG Wealth
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Frequently Asked Questions about ACG Wealth
ACG Wealth was founded in 2002.
ACG Wealth is headquartered in Atlanta, United States. It is registered at Atlanta, Georgia, United States.
ACG Wealth was founded in 2002 by Jeffrey T. Shaver and Joseph P. Young in Atlanta, United States. The firm operates within the wealth management sector, focusing on financial advisory and investment services for individual and institutional clients. Operations are centered in Atlanta, with services extending across the United States to support asset management and planning needs.
ACG Wealth's top competitors include Focus Financial Partners, Alera Group and Raymond James.
ACG Wealth offers Financial Planning, Investment Management, Tax Planning, and Estate Planning.
ACG Wealth has 1 investor. Key investors include Mercer Advisors.