Values-based financial planning firm strengthens $70 billion RIA’s footprint in Tennessee
Mercer Global Advisors, a national Registered Investment Adviser (RIA), announced the acquisition of Vishria Bird Financial Group, LLC (“Vishria Bird”), a Memphis-based financial planning and advisory firm. This acquisition further enhances Mercer Advisors’ footprint in Tennessee, complementing its existing offices in the Nashville area.
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Managing $583 million in assets, Vishria Bird is led by co-founders Harish Vishria, CFP, APMA, MSM and Robert (Bobby) Bird, CFP, APMA. The firm, which specializes in serving U.S. citizens with inheritance and asset ties to India, has established a substantial client base in Tennessee, California and Florida. Focused on long-term, multigenerational relationships, Vishria Bird brings deep expertise in cross-border wealth transfer, business succession and multi-generational planning, making it distinctly positioned to support a growing and affluent Indian-American community. Taking a values-based approach to financial planning, the firm helps clients align their financial decisions with their personal priorities, legacy goals and long-term vision. By integrating estate, tax, insurance and investment strategies, Vishria Bird delivers a comprehensive financial planning experience.
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“At Vishria Bird, we help our clients tap into what’s most important to them, align their financial choices with the great life they envision and become inspired to do whatever it takes to achieve it,” said Vishria. “We don’t just manage wealth we invest in our clients’ dreams and goals, providing them with the resources, guidance and confidence to build the life they’ve planned for. Partnering with Mercer Advisors allows us to expand the depth of our services, giving our clients access to more resources while preserving the deeply personal relationships we’ve built over the years.”
“Harish and Bobby have built a firm centered on trust, long-term relationships and a commitment to putting their clients first values that align perfectly with Mercer Advisors’ fiduciary approach,” said Martine Lellis, Principal, M&A Partner Development at Mercer Advisors. “We empower clients to make informed financial decisions that support their vision for the future. This partnership allows us to provide their team with expanded resources while ensuring their clients continue to receive the personalized guidance and care they deserve.”
The acquisition will give Vishria Bird Financial Group access to Mercer Advisors’ broad suite of services, including family office solutions, back-office support and specialized investment resources. This strategic alignment aims to help the firm scale its offerings and support the growth of its next-generation advisors and client support staff.
“Mercer Advisors offers the depth of resources, specialized services and operational support to help our clients plan for a secure future,” said Bird. “This partnership provides our team with opportunities for growth and development in a rapidly changing industry.”
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The firm’s acquisition also reflects Mercer Advisors’ commitment to expanding its presence in Tennessee, a key growth market. “We are excited to continue to build on our momentum in Tennessee, working with the talented team at Vishria Bird to serve their clients and support their next phase of growth,” said Ben Kautz, Executive Managing Director at Mercer Advisors.
Houlihan Lokey acted as the exclusive financial advisor to Vishria Bird Financial Group in this transaction.
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Source – Businesswire
