Eagle Wealth Management has joined Mercer Advisors, marking Mercer Advisors' eleventh transaction of 2025.
Based in Bend, Oregon, Eagle Wealth Management is a 10-person team led by principal and owner Chad Staskal. The firm serves approximately 300 clients and oversees $350 million in assets under management. In addition to its financial planning work, the firm also offers tax services including preparation and filings, investments and audit support through its Eagle Wealth Accounting arm.
"We were seeking a partner who shares our commitment to personalized, long-term financial care," Staskal said. "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."
The addition of Eagle Wealth strengthens Mercer Advisors' presence in Bend, a rapidly growing wealth hub in Oregon. It also reflects the company's interest in adding IRAs with embedded tax capabilities or dedicated tax practices.
Warner served as legal counsel to Eagle Wealth in the transaction, representing the company in the negotiation and documentation of the transaction. The Warner team was led by Linda Paullin-Hebden and included John Muhs, DeAndre' Harris and Lauren Moine.
"Going through this process was a team effort, and I could not be happier or more impressed with the Warner team led by Linda Paullin-Hebden and John Muhs," Staskal shared. "We are thankful for their many hours of hard work guiding us to a new beginning at Mercer Advisors. They provided us with peace of mind, and engaging them to represent us turned out to be one of the best decisions we could have made."
Hue Capital Partners, LLC, served as the exclusive financial advisor to Eagle Wealth.
Warner's Merger and Acquisitions (M&A) Practice Group
As part of one of the largest and most successful law firms in Michigan, Warner's M&A group draws upon more than 85 years of experience to successfully and efficiently handle a wide range of M&A transactions for both private and publicly traded businesses, including mergers, acquisitions, divestitures, joint ventures and strategic business combinations of all types.
Warner's Funds and Investments Industry Group
As the only firm in the state of Michigan focused on the unique legal and compliance needs of investment advisers and broker-dealers, Warner regularly represents investment advisers in all their legal needs from guiding clients through the regulatory process to supporting our clients in acquisition or divestiture. Warner's unique knowledge of the investment adviser industry ensures that Warner attorneys will safely steer you through every aspect of the investment adviser regulatory or transactional landscape.
