Insights

Growth Through Acquisition Mercer Advisors' recent acquisition of Lake Point Advisory Group signifies their active expansion strategy, presenting opportunities to offer integrated financial services as they grow their regional presence.

Mid-Sized Market Potential With annual revenues between 1M and 10M and a small team, Lake Point presents an opportunity for targeted solutions that can scale as the firm expands within the competitive financial services landscape.

Tech Stack Optimization Their use of digital tools like MySQL, Elementor, and Google libraries indicates openness to technology. Providing innovative fintech solutions or enhanced digital marketing tools could meet their evolving operational needs.

Regional Expansion Opportunities As part of Mercer Global Advisors' push into Texas, there is potential to introduce local or regional services that strengthen client engagement and differentiate their offerings in the Dallas-Fort Worth market.

Competitive Positioning Operating within a highly competitive industry with large firms like Charles Schwab and Fidelity, highlighting unique value propositions such as personalized service and integrity can be key to positioning Lake Point for growth and acquisition opportunities.

Similar companies to Mercer Advisors, Formerly Lake Point Advisory Group

Mercer Advisors, Formerly Lake Point Advisory Group Tech Stack

Mercer Advisors, Formerly Lake Point Advisory Group uses 8 technology products and services including Bing Ads, Linkedin Insight Tag, Google Hosted Libraries, and more. Explore Mercer Advisors, Formerly Lake Point Advisory Group's tech stack below.

Bing Ads
Advertising Networks
Linkedin Insight Tag
Analytics
Google Hosted Libraries
Content Delivery Network
MySQL
Database
Lightbox
Javascript Libraries
Swiper
Javascript Libraries
Elementor
Page Builders
Contact Form 7
Web Platform Extensions

Media & News

Mercer Advisors Inc. acquired Lakepointadvisorygroup on Oct 2nd '21.
Mercer Global Advisors, a national RIA based in Denver, is expanding its presence in Texas with the acquisition of Lake Point Advisory Group, a financial services firm located in the Dallas-Fort Worth area, Mercer announced Wednesday.
Oct 20, 2021 | www.fa-mag.com

Mercer Advisors, Formerly Lake Point Advisory Group's Email Address Formats

Mercer Advisors, Formerly Lake Point Advisory Group uses at least 1 format(s):

Mercer Advisors, Formerly Lake Point Advisory Group Email Formats	Example	Percentage
First@lakepointadvisorygroup.com	John@lakepointadvisorygroup.com	39%
FLast@lakepointadvisorygroup.com	JDoe@lakepointadvisorygroup.com	18%
Last@lakepointadvisorygroup.com	Doe@lakepointadvisorygroup.com	4%
First@lakepointadvisorygroup.com	John@lakepointadvisorygroup.com	39%

Frequently Asked Questions

Where is Mercer Advisors, Formerly Lake Point Advisory Group's headquarters located?

Mercer Advisors, Formerly Lake Point Advisory Group's main headquarters is located at 1 Horizon Court Suite a Rockwall, Texas 75032 United States. The company has employees across 1 continents, including North America.

What is Mercer Advisors, Formerly Lake Point Advisory Group's phone number?

You can contact Mercer Advisors, Formerly Lake Point Advisory Group's main corporate office by phone at

+1-214-771-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Mercer Advisors, Formerly Lake Point Advisory Group's official website and social media links?

Mercer Advisors, Formerly Lake Point Advisory Group's official website is lakepointadvisorygroup.com and has social profiles on LinkedIn.

What is Mercer Advisors, Formerly Lake Point Advisory Group's SIC code NAICS code?

Mercer Advisors, Formerly Lake Point Advisory Group's SIC code is 8661 - Religious Organizations NAICS code is 52 - Finance and Insurance.

How many employees does Mercer Advisors, Formerly Lake Point Advisory Group have currently?

As of February 2026, Mercer Advisors, Formerly Lake Point Advisory Group has approximately 7 employees across 1 continents, including North America. Key team members include Owner / Partner: A. P.Client Relations Manager: B. R.Communications Manager: C. W.. Explore Mercer Advisors, Formerly Lake Point Advisory Group's employee directory with LeadIQ.

What industry does Mercer Advisors, Formerly Lake Point Advisory Group belong to?

Mercer Advisors, Formerly Lake Point Advisory Group operates in the Financial Services industry.

What technology does Mercer Advisors, Formerly Lake Point Advisory Group use?

Mercer Advisors, Formerly Lake Point Advisory Group's tech stack includes Bing AdsLinkedin Insight TagGoogle Hosted LibrariesMySQLLightboxSwiperElementorContact Form 7.

What is Mercer Advisors, Formerly Lake Point Advisory Group's email format?

Mercer Advisors, Formerly Lake Point Advisory Group's email format typically follows the pattern of First@lakepointadvisorygroup.com. Find more Mercer Advisors, Formerly Lake Point Advisory Group email formats with LeadIQ.

When was Mercer Advisors, Formerly Lake Point Advisory Group founded?

Mercer Advisors, Formerly Lake Point Advisory Group was founded in 2002.

Mercer Advisors, Formerly Lake Point Advisory Group

Financial ServicesTexas, United States2-10 Employees

The Lake Point Advisory Group team provides qualified financial guidance, delivering professional, customized services based on personal attention, honesty, integrity, knowledge and experience. Let us help you plan for your retirement, preserve your legacy or manage your current and future wealth.

Our mission is to be indispensable in helping our clients make smart financial decisions through uncompromising integrity, trust and personalized service.