Mercer Advisors is a comprehensive wealth management firm with a significant presence in Michigan, offering services such as financial planning, investment management, tax strategy and preparation, estate planning, insurance solutions, and trustee services.
In December 2022, Mercer Advisors expanded its Michigan footprint by acquiring Vintage Financial Services, a wealth management firm based in Ann Arbor. This acquisition added over $850 million in assets under management and more than 500 clients to Mercer Advisors’ portfolio.
With these offices and the recent acquisition, Mercer Advisors serves over 2,400 clients in Michigan, managing assets exceeding $2.7 billion.
Michigan
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