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

VINTAGE FEATURED IN FINANCIAL PLANNING

Vintage was featured in an article on Financial Planning.com titled "Why Tax Planning, Preparation Is a Critical Part of Proactive Financial Planning" Financial Planning is an industry trade magazine but the article can be found on their website or in [pdf] form.



Complimentary Newsletters

Vintage E-News
On the Money
Monthly Market Report

Sign up now
|  Mindscape