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.

Lump Sum Pension Decision

Are you facing the decision of whether to take a lump sum pension payout?  You need some objective advice from a qualified professional, not a salesperson.

We've prepared a couple articles on how to find good advice and the issues you'll need to consider.  See Lump Sum Pension Choice:  Risks & Considerations

What’s New

FRANK MOORE FEATURED IN NEW BOOK

   The 2012 book America’s Top Financial Advisors: Financial Strategies from the Titans of Wealth Management includes Vintage's Frank Moore and 99 other advisors from around the country. The book covers their strategies, some advice, and their backgrounds.  Authored by Benjamin Rush, it's available at amazon.com.




Frank Moore * Todd Perry * Joe Henderson

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