Executive Managing Partner Laura Combs to lead firm’s efforts to deepen its industry-leading commitment to championing Economic Freedom™ and fiduciary excellence for women

Mercer Global Advisors, Inc. (“Mercer Advisors”), a leading Registered Investment Adviser (RIA), today introduced its national Women & Wealth practice, a dedicated group of professionals aligned around a firmwide commitment to support and advance women through holistic financial planning, wealth building and meaningful community engagement. Led by Executive Managing Partner and Head of Women & Wealth, Laura Combs, the Women & Wealth practice is designed to create the best possible context for women to experience economic freedom and for women fiduciary professionals to do the best work of their careers.

By 2030, women in the U.S. are projected to control $34 trillion in assets, driven by rising earning power, entrepreneurship and significant interspousal and intergenerational wealth transfers. The Women & Wealth practice further embeds women-centered financial planning and career advancement into Mercer Advisors’ business priorities, leadership structure and client experience. The practice deepens expertise in the areas that matter most to women—longevity planning, career transitions, caregiving, business ownership and multigenerational wealth—delivered through the firm’s integrated suite of family office services, including institutional-grade investment management, financial planning, estate and tax planning.

“When we talk about women and wealth, we’re talking about the lived reality of the households our teams serve every day. Meeting women’s needs—building trust, engaging them meaningfully, and sustaining those relationships—is not just sound advice, it’s a business imperative,” said Combs. “I’m grateful to my partners at Mercer Advisors for entrusting me with this opportunity as we are committed to being the firm best positioned to serve women with excellence.”

Since joining Mercer Advisors in 2008, Combs has led the growth efforts for several of the firm’s fastest-growing regions, including the Colorado market where its headquarters is based, and she helped build the Wealth Path offering to extend family office services to more families. In her most recent role, she was responsible for the firm’s North division, which included business between Illinois and Idaho. In addition, she was instrumental in launching InvestHERs, a firmwide program and community dedicated to advancing women as both investors and professionals in financial services. Launched in 2018, InvestHERs offers educational and professional development opportunities, mentorship, affinity groups, and community support to foster career growth. The initiative also delivers client-focused programming tailored to women’s financial planning needs, reinforcing the firm’s commitment to cultivating opportunity, elevating women’s voices, and creating pathways for long-term success.

Nearly 50% of Mercer Advisors’ client-facing team members are women—well above the industry average—and women represent 40% of the executive team. These figures highlight the depth of leadership and influence fueling innovation and client excellence across the firm. Senior leaders, alongside Combs, include:

• Alisa Maute, Executive Managing Partner, Head of Client Development
• Christine Cataldo, Chief Technology and Digital Officer
• Elizabeth Hioe, Chief People Officer
• Kim Lorenz, Chief Compliance Officer
• Jessica Caruso, Executive Managing Partner, West Division
• Martine Lellis, Executive Managing Partner, M&A Partner Development
• Hayley Block, Executive Managing Partner, Wealth Operations and Experience
• Kate Shackleton, Executive Managing Partner, Head of New Partner Success
• Lindsay O’Toole, SVP, Investment Platform Operations

“Mercer Advisors has long been at the forefront of women and wealth, thanks to leaders like Laura, our CEO Dave Welling, and many others. Establishing a Women & Wealth practice represents our commitment to permanently invest in the advisory infrastructure required to continue to differentiate ourselves and to build a professional home for fiduciary advisors who want to focus on women,” said Daniel Gourvitch, President at Mercer Advisors. “Mercer Advisors is home to some of the industry’s leading female professionals. They are shaping a culture that reflects today’s wealth demographic, establishing our firm as a premier destination for female advisors to help amplify their impact and grow their legacy.”

For more information about Mercer Advisors and how the firm helps empower women through financial planning, please visit its website.

About Mercer Advisors

For 40 years, 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 1,500 employees, and operates nationally through more than 110 locations. Mercer Advisors has $96 billion in client assets. For more information, visit merceradvisors.com and partnerwithus.merceradvisors.com.

Important Information

Company statistics as of December 31, 2025. 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.

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