Bend-based firm with over $350 million in AUM brings tax-focused planning and a deeply personal client experience

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (“RIA”), today announced the acquisition of Eagle Wealth Management, a Central Oregon-based RIA offering holistic financial planning and Eagle Wealth Accounting providing tax services. The partnership strengthens Mercer Advisors’ presence in Bend, one of the nation’s fastest-growing cities, and follows its partnerships earlier this year with two local advisors. Eagle Wealth manages approximately $350 million in assets for 300 clients.

Founded in 2008 by the husband-and-wife team of Chad and Cami Staskal, Eagle Wealth earned a reputation for delivering personalized, long-term financial planning. Rooted in its principle of “Wealth Without Worry,” the firm prioritizes enduring client relationships and a family-like approach to service.

“We were seeking a partner who shares our commitment to personalized, long-term financial care,” said Chad Staskal, Principal and Owner of Eagle Wealth Management. “Mercer Advisors aligns with our client-first philosophy and mission. With their support on the operational side of the business, we’re excited to devote even more time to helping clients navigate their financial journey with confidence.”

Eagle Wealth Management’s 10-person team will gain access to Mercer Advisors’ expansive resources and infrastructure, enhancing the client experience and providing a strong foundation for future growth.

“With this partnership, we’re welcoming a like-minded team that enhances our shared commitment to client-first service and strengthens our local Bend office," said Jessica Caruso, Executive Managing Director at Mercer Advisors. “Their “Wealth Without Worry” philosophy reflects our own belief in treating clients like family and empowering Economic Freedom™.”

“Mercer Advisors is committed to helping advisors thrive by providing full-service support across every stage of the client journey,” added Martine Lellis, Principal, M&A Partner Development at Mercer Advisors. “We’re proud to welcome Eagle Wealth and expand our collective impact in central Oregon.”

Hue Capital Partners, LLC, served as the exclusive financial advisor to Eagle Wealth Management.

For more information about partnering with Mercer Advisors, please visit merceradvisors.com/partnerwithus.

About Mercer Advisors

Mercer Advisors, the #1 ranked RIA firm in the nation according to the Barron’s 2024 Top 100 Registered Investment Advisor Firms, was founded in 1985. 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 Inc. is a parent company of Mercer Global Advisors Inc. and 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 1,320 employees, and operates nationally through more than 100 locations. Mercer Advisors has $81 billion in client assets. For more information, visit merceradvisors.com and merceradvisors.com/partnerwithus.

Important Information

Company statistics as of June 30, 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 not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through select third parties unaffiliated to Mercer Advisors. Tax preparation and tax filing are a separate fee from Mercer Advisors’ investment management and planning services. Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s), where the Strategic Partner will provide necessary services relative to the marketing, placement, and servicing of the insurance products, including without limitation preparing and presenting illustrations, supporting the underwriting process, assisting with the completion and execution of applications, delivering policies, and servicing in-force business. MAIS and the Strategic Partner will be listed as either “agents” or “co-agents” on the policies. While Mercer Global Advisors does not receive a referral fee, Strategic Partner receives a percentage of the commission revenue. MAIS and Strategic Partner do have a revenue sharing agreement.

2024 - Barron’s Top 100 RIA methodology

Mercer Advisors was ranked number 1 for firms with up to $70 billion in client assets. In 2024 Barron’s ranked the largest registered investment advisor firms separately from its broader RIA ranking. For Barron’s Mega RIAs list, they selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that created a threshold of $70 billion in assets. Advisers who wish to be ranked fill out a 100+ question survey about their practice. Barron’s verifies that data with regulatory databases and then Barron’s applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron’s does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing.

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.

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