August 2021 Newsletter

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BUSINESS BUSINESSspotlight MERCER ADVISORS 5613 DTC Parkway, Suite 650 www.merceradvisors.com • 303-768-0007 Monday-Friday 8 a.m.-5 p.m. Please Note: M.J. Smith & Associates is a tradename. All services provided by M.J. Smith & Associates investment professionals provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SECregistered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including M.J. Smith & Associates. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. How important is financial security for your overall health and well-being? Wouldn’t it be amazing if you could have personalized financial planning to help you create a sense of stability for the future? Mercer Advisors, a local wealth management and investment management firm, has a full scope of professionals including Certified Financial Planner professionals, investment strategists, CPAs, and estate planning attorneys under one umbrella of services for their clientele. Mark J. Smith, CFP ® , CPA/PFS,CIMA is the Senior Wealth Advisor/Director of their ® Greenwood Village office and he and his staff are devoted to providing their customers exceptional services from their firm. Mark founded his own financial planning company in 1983 called M.J. Smith & Associates. After moving around the Denver area, he finally located his company within the boundaries of Greenwood Village. “I love the easy access to world class office space environments and the various retail and shopping areas located within the Village. It is centrally located to our clients who are dispersed between Boulder and Colorado Springs. It also pleases me that it is convenient for my clients who may easily park directly outside our office building with a quick walk inside,” Mark states. A year ago, he sold M.J. Smith & Associates to Mercer Advisors. After speaking with many national firms, Mark chose Mercer Advisors because they had additional services above and beyond what he had been able to provide in the past. His current office has a comprehensive oversight/family office approach to wealth management. Their office provides the following services to their clientele: investments, retirement planning, tax planning, estate planning, and risk management/insurance. Mercer Advisors teaches their clients the art of learning how to stay calm when times are turbulent. There have been unstable times in the past such as Y2K, the 911 calamity, the dot com bubble of 2000-2002, the real estate crisis of 2008-2009, and COVID. Many investors folded because they panicked during times of stress. The firm has embodied stability and utilizes a quality-focused portfolio that is meant to endure over a lifetime. As of June 2021, Mercer Advisors manages over $31 billion of assets and operates nationally with 45+ locations. They offer a full breadth of financial planning and investment services to their clients. Mercer has multiple custodians that it works with for their investment management services such as Charles Schwab, Fidelity, TD Ameritrade and Raymond James. Their Greenwood Village office is located at 5613 DTC Parkway, Suite 650 near East Orchard Road and Interstate 25. Their business hours are Monday through Friday from 8 a.m. until 5 p.m. Visit their website at www.merceradvisors.com for more information about their services or you may contact them by telephone at 303-768-0007. If you are interested in living life and working towards financial independence, the staff at Mercer Advisors are eagerly awaiting your call! GV PG. 16 GV NEWSLETTER | AUGUST 2021
BUSINESS NEW GV businesses CORPORATE OFFICE ADA-ES, Incorporated 8051 East Maplewood Avenue, Suite 210 720-598-3500 FINANCIAL SERVICES Northwestern Mutual 5655 South Yosemite Street, Suite 100 303-996-2375 FLOORING Modern Floorworks, LLC 7350 East Progress Place, Suite #208 720-550-1347 HAIR STYLIST Lam Le at Collajio Salon & Day Spa 8745 East Orchard Road, Suite #514 720-435-2271 Shahnaz Pourbakhtiari at Collajio Salon & Day Spa 8745 East Orchard Road, Suite #514 303-726-0816 Zary Babalmorad at Collajio Salon & Day Spa 8745 East Orchard Road, Suite #514 303-519-7591 MEDICAL SPA Aere Aesthetics 7400 East Crestline Circle, Suite #230 303-834-3395 MORTAGE BANKING/LENDER Roundpoint Mortgage Servicing Corporation 7800 East Dorado Place, Suite #270 720-842-7130 Summit Funding, Incorporated 5613 DTC Parkway, Suite #300 916-571-3000 PSYCHOLOGY Beyond Words Psychological, LLC 5300 DTC Parkway, Suite 210 303-522-3184 REAL ESTATE Real Metro Realty, LLC 8480 East Orchard Road, Suite #1100 720-402-1669 RESTAURANT Kwench Juice Café 5332 DTC Boulevard, Suite #200 303-284-3530 ShaWING Food Truck at 1 UP Arcade Bar – Greenwood Village 6864 South Clinton Court 303-957-6892 SOFTWARE Nextworld, LLC 8200 East Maplewood Avenue 303-903-3345 STAFFING FIRM Assignment America, LLC 7100 East Belleview Avenue 561-998-2231 Cognixia Jump US, LLC 5445 DTC Parkway, Suite #200 973-889-5269 WELLNESS CENTER Insight Health Center, LLC 6595 South Dayton Street, Suite #3300 720-242-8272 TAPROOM Holidaily Brewing Company 5370 Greenwood Plaza Boulevard, Suite #I-207 303-237-2778 VACATION VOYAGES Windstar Cruises Marshall Islands, LLC 6312 South Fiddlers Green Circle, Suite #600N 303-600-3400 UNDER NEW MANAGEMENT ELECTRONIC REPAIR UBREAKIFIX by asurion 5910 South University Boulevard, Suite A-5 303-484-1842 AUGUST 2021 | GV NEWSLETTER PG. 17
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Page 5 and 6: VILLAGE CALENDAR Visit GREENWOODVIL
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August 2021 Newsletter

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