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In a move poised to ripple through the financial advisory world, Mercer Global Advisors, Inc. announced it will acquire Tufton Capital Management, LLC, a prestigious Hunt Valley, Maryland-based firm known for its tailored service to high-net-worth clients. The acquisition supercharges Mercer Advisors’ presence in the greater Washington, DC, corridor, where it now manages nearly $3 billion in client assets.

Two Financial Titans Merge to Fortify a Legacy

With roots deep in the Mid-Atlantic and a reputation built on fiduciary fidelity and multigenerational wealth stewardship, Tufton Capital brings to the table a refined, client-first philosophy that aligns seamlessly with Mercer Advisors’ family office model. Led by President Chad Meyer, CFA®, and partners Scott Murphy and Eric Schopf, Tufton’s leadership team sought more than just a buyer — they wanted a launchpad for broader growth without sacrificing personalized service.

“Clients choose Tufton for our integrity and enduring relationships,” Meyer said. “Joining Mercer Advisors lets us scale without losing the personal touch that built our legacy.”

Multigenerational Wealth Meets Institutional Strength

Tufton specializes in advising HNW and UHNW families, offering strategies that span decades — and generations. As part of Mercer Advisors, the firm gains access to a robust suite of family office services, including expanded estate planning, tax strategy, and institutional-grade investment tools. The partnership amplifies Tufton's capabilities without diluting its close-knit client culture.

Martine Lellis, Principal and M&A Partner Development lead at Mercer, praised the cultural alignment:

“Tufton is grounded in trust and long-term client care — ideals we share. Together, we will empower clients to achieve financial serenity for generations.”

Bespoke Advice Backed by Nationwide Resources

Mercer Advisors, one of the nation’s fastest-growing RIAs, continues to pursue strategic acquisitions that deepen its regional roots while fortifying national reach. For Tufton, the merger means better infrastructure, scalability, and an even more comprehensive approach to legacy wealth preservation.

Ben Kautz, Executive Managing Director at Mercer Advisors, emphasized the growth potential:

“Tufton has built something extraordinary. We’re here to give them the tools to elevate client value even further.”

Exclusive Financial Guidance Behind the Deal

Boutique investment bank InCap Group, Inc. served as the exclusive financial advisor to Tufton Capital Management, stewarding the transaction from negotiation to signature.

While terms of the deal remain confidential, the strategic implications are clear: Mercer Advisors is continuing its aggressive expansion strategy, and Tufton is now equipped to deliver its hallmark service on a grander scale.

As wealth management enters a new era of integrated, high-touch financial planning, this acquisition signals more than growth — it’s a generational shift in how legacy wealth is nurtured and protected.