
Boardwalk Wealth Management
Fee-only financial planning and investment management

Financial planning, investment management and tax preparation in Ann Arbor2373 Oak Valley Drive Suite 110, Ann Arbor, MI

Vintage Financial Services is a financial advisory office in Ann Arbor that provides financial planning, investment management and tax preparation. The office also handles university savings plans and pension lump sum analysis, which can help people weighing a choice about a workplace pension.
The firm is a tradename of Mercer Advisors, and its investment professionals serve clients as investment adviser representatives of Mercer Global Advisors Inc. An initial meeting carries no charge or obligation, and the team can meet in person or virtually. They also make house calls and office calls. The office is on Oak Valley Drive in Ann Arbor.

Fee-only financial planning and investment management


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Investment management with a long-term, steady approach
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