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.”
