Mercer Advisors, a leading national wealth management firm, has acquired Singer Burke, an Encino, California-based financial advisory and family office, for an undisclosed amount. This corporate acquisition signifies Mercer Advisors' strategic expansion, integrating a specialized wealth management firm into its national platform.
Singer Burke, founded in 1972, has cultivated over five decades of expertise in providing comprehensive financial services tailored to creative professionals and ultra-high-net-worth families, predominantly within the entertainment and media sectors. The firm operates as a family office, offering a full spectrum of services including accounting, tax, business management, financial consulting, investment management, and wealth planning through its distinct entities, Singer Burke Zimmer & Kogan, LLP, and SB Capital Management, Inc.
Mercer Advisors is recognized for its unified in-house team approach, seamlessly integrating financial planning, investment management, tax, estate, and insurance services for clients across the nation. This acquisition aligns strategically with Mercer Advisors' existing specialization in serving artists and entertainers, complementing its comprehensive suite of solutions with Singer Burke's deep niche expertise and established client relationships in the Los Angeles area.
The integration is anticipated to yield substantial synergies, merging Singer Burke's personalized client experience with Mercer Advisors' broader national scale and resources. Clients of Singer Burke are set to benefit from an expanded range of integrated services, enhanced technological infrastructure, and deeper domain expertise. For Mercer Advisors, this transaction strengthens its presence and specialized service offering within the dynamic entertainment and media industries. The combined entity is positioned to provide enriched financial guidance and support, allowing clients greater freedom and focus to pursue their professional endeavors.