Welcome

We won’t sell you anything.

Welcome to Vintage Financial, a fee-only, independent-wealth management firm. For nearly three 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.

Need Advice on Your 401(k)?

You’re not alone.  A recent survey found that 46% of investors don’t know what their best 401(k) investment options are.  Most financial advisors can’t help you with your plan—but we can!

We can start with a complimentary analysis of your current 401(k) and help show you how to get the most out of it.

What’s New

VINTAGE WINS AWARD!

Best Practice Award

Our firm was named a Top Performer in the inaugural Investment News Best Practices Awards.  The award ceremony was held in Chicago in late September.  Vintage, along with five other firms, were recognized as the Top Performing firms in the country for their human capital management.  The selection was made from the annual Investment News/Moss Adams benchmarking study in which hundreds of firms participated.  See the article.


Frank Moore * Todd Perry * Jim Burns

Joe Henderson * Jack McCloskey

Complimentary Newsletters

Vintage E-News
On the Money
Monthly Market Report

Sign up now

|  Mindscape