Mercer Advisors Inc., a national registered investment adviser (RIA) backed by Oak Hill Capital and Genstar Capital, has acquired Vintage Financial Services LLC, a wealth management firm located in Ann Arbor, Michigan.
Vintage serves over 500 clients with assets under management exceeding $850 million. The deal marks Mercer Advisors’ third acquisition in Michigan since 2016. The entire Vintage team will be joining Mercer Advisors.
“The business combination between Mercer Advisors and Vintage is perfect fit with both firms anchoring on financial planning,” comments Dave Welling, chief executive officer at Mercer Advisors. “We are thrilled they are joining the Mercer Advisors team and look forward to working together to help deliver meaningful results for our shared clients.”