Service Operations Associate

Mercer Advisors expands New England footprint with Charter Oak Capital Management. Portsmouth-based $1.5 billion firm adds deep fiduciary relationships and holistic planning-led expertise DENVER-(BUSINESS WIRE)-Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Charter Oak Capital Management ("Charter Oak"), a Portsmouth, New Hampshire-based wealth management firm with more than $1.5 billion in assets under management (AUM). The partnership expands Mercer Advisors' presence along the New Hampshire seacoast and strengthens its broader New England footprint, serving clients in New Hampshire, Massachusetts, and Maine. Founded in 2002, Charter Oak is led by an experienced partner group comprised of Emma Bean, Todd Cesca, Sarah Serling, Jeffrey Troiano, Lena Wyand, and Karen Zaramba. The firm is recognized for its holistic approach to wealth management, delivering comprehensive solutions through integrated investment management, tax and estate planning. Charter Oak's experienced team of advisors guides clients through life's financial transitions with a genuine, down-to-earth approach, building deep, long-term relationships rooted in trust and community. "Charter Oak exemplifies the type of high-quality, fiduciary firm that strengthens our ability to serve clients and be deeply connected to their communities in meaningful ways," said Dave Welling, CEO of Mercer Advisors. "Their established presence along the New Hampshire seacoast expands our reach in an important New England market and adds a talented, next-generation team committed to comprehensive planning. This partnership enhances our regional depth while reinforcing our long-term strategy of aligning with culturally strong, growth-oriented firms that share our client-first philosophy." Joining Mercer Advisors provides Charter Oak clients with access to comprehensive family office services, including tax preparation, advanced estate and trust solutions and multigenerational wealth strategies, while the firm maintains its boutique, relationship-driven identity. The combination also supports next-generation leadership and long-term growth, reinforcing Charter Oak's dependable culture rooted in proactive service, follow-through and the deep client trust that drives enduring relationships. "We always believed there was more we could do for our clients, but we knew we could reach that vision faster with the right partner," said Jeff Troiano, Managing Partner at Charter Oak. "In Mercer Advisors, we found people who value relationships the same way we do. This partnership allows us to maintain the high-touch care our clients expect while expanding the depth and breadth of services available to them." Added Emma Bean, Partner at Charter Oak: "We have had the privilege of serving so many families, and these relationships have shaped who we are as a firm - always putting clients first. This partnership adds depth and capability to help us enrich their financial lives even more." "From a partner development perspective, Charter Oak stood out for its operational maturity and long-term leadership vision. Its team was demonstrably thoughtful about growth, succession and preserving what makes their firm special," said Martine Lellis, Executive Managing Partner, M&A Partner Development at Mercer Advisors. "Our role is to provide the infrastructure and resources that allow firms like Charter Oak to scale with intention without disrupting the culture and client experience they've worked decades to build." Hue Partners served as the exclusive financial advisor to Charter Oak Capital Management in the transaction. About Mercer Advisors Mercer Global Advisors, Inc. was named the #1 ranked RIA firm in the nation for two years in a row according to Barron's 2025 and 2024 Top 100 Registered Investment Advisor Firms. Founded in 1985, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors Inc. is headquartered in Denver, Colorado, is privately held, has over 1,560 employees, and operates nationally through more than 110 locations. Mercer Advisors has $98 billion in client assets. For more information, visit merceradvisors.com and merceradvisors.com/partnerwithus. Important Information Company statistics as of January 31, 2026. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors' portfolio management system. "Mercer Advisors" is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency. Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Mercer Advisors Tax Services, LLC, does not provide financial audit, assurance, compilations, or forensic accounting services. Each individual tax situation is unique, depending on complexity, additional fees may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies. Trustee services are offered through select third parties with which a client would sign an additional agreement, and additional fees may apply. 2025 and 2024 - Barron's Top 100 RIA methodology Mercer Global Advisors, Inc. was ranked #1 for non-mega RIA firms. Advisers who wish to be ranked fill out a 100+ question survey about their practice. Barron's verifies that data with regulatory databases and then Barron's applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron's does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals. Media contacts:

Mercer Advisors strengthens its New England presence with the acquisition of Charter Oak Capital Management, adding $1.5 billion in AUM and an advisory firm focused on financial, tax and estate planning.

Mercer Advisors expands New England footprint with Charter Oak Capital Management. Business Wire Portsmouth-based $1.5 billion firm adds deep fiduciary relationships and holistic planning-led expertise DENVER, March 31, 2026-(BUSINESS WIRE)-Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Charter Oak Capital Management ("Charter Oak"), a Portsmouth, New Hampshire-based wealth management firm with more than $1.5 billion in assets under management (AUM). The partnership expands Mercer Advisors' presence along the New Hampshire seacoast and strengthens its broader New England footprint, serving clients in New Hampshire, Massachusetts, and Maine. Founded in 2002, Charter Oak is led by an experienced partner group comprised of Emma Bean, Todd Cesca, Sarah Serling, Jeffrey Troiano, Lena Wyand, and Karen Zaramba. The firm is recognized for its holistic approach to wealth management, delivering comprehensive solutions through integrated investment management, tax and estate planning. Charter Oak's experienced team of advisors guides clients through life's financial transitions with a genuine, down-to-earth approach, building deep, long-term relationships rooted in trust and community. "Charter Oak exemplifies the type of high-quality, fiduciary firm that strengthens our ability to serve clients and be deeply connected to their communities in meaningful ways," said Dave Welling, CEO of Mercer Advisors. "Their established presence along the New Hampshire seacoast expands our reach in an important New England market and adds a talented, next-generation team committed to comprehensive planning. This partnership enhances our regional depth while reinforcing our long-term strategy of aligning with culturally strong, growth-oriented firms that share our client-first philosophy." Joining Mercer Advisors provides Charter Oak clients with access to comprehensive family office services, including tax preparation, advanced estate and trust solutions and multigenerational wealth strategies, while the firm maintains its boutique, relationship-driven identity. The combination also supports next-generation leadership and long-term growth, reinforcing Charter Oak's dependable culture rooted in proactive service, follow-through and the deep client trust that drives enduring relationships. "We always believed there was more we could do for our clients, but we knew we could reach that vision faster with the right partner," said Jeff Troiano, Managing Partner at Charter Oak. "In Mercer Advisors, we found people who value relationships the same way we do. This partnership allows us to maintain the high-touch care our clients expect while expanding the depth and breadth of services available to them."