Welcome

We won’t sell you anything.

Welcome to Vintage Financial, a fee-only, independent-wealth management firm. For over two decades, we have taken a proactive role in providing sound financial planning and investment management for individuals throughout the U.S.

In short, we’re advisors, not salespeople. And our success depends solely on the success and growth of our clients’ portfolios. Take a look around our site or, better yet, give us a call and let us show you the difference an active and truly unbiased advisor can make for your financial future.

Is Vintage Right for Me?

There are lots of different financial advisors out there and finding the right one can make a big difference to your financial future. We’d like to help you find the right one, even if it’s not us.

Click on the Learn More button below to learn whether we may be a good fit. Even if we’re not, we’ll offer suggestions on where to look next.

What’s New

ROTH RESOURCES

Beginning in January many Americans will have their first opportunity to convert their Traditional IRA or 401(k) accounts into Roth IRAs.  There is a lot of media hype about the topic but whether it makes sense for you depends on your unique financial situation. 

Learn more about Roth conversions and our complimentary conversion analysis report.

Roth Conversion Resource Center



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