Welcome

 

We won’t sell you anything.

Welcome to Vintage Financial, a fee-only, independent-wealth management firm. For the past 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 team of advisors can make for your financial future.

Let's Face It...

Your financial life is complicated.  You may have a 401(k), 401(a), IRAs and other scattered investment accounts.  There's 529s, 457s, Roths and MyRAs.  It's hard to figure out what most of these are and, by the time you do, the tax laws change and you need to review them all again.  

And the investment markets are constantly changing.  What seemed to be the best option last quarter may not be working so well this quarter.  And then there's dealing with the big financial firms.

What you really need is somebody, or better yet a team of experts, that work just for you, not Wall Street or some insurance company.  People that can improve your finances and proactively guide you toward your goals.

That's what we do at Vintage. 

What’s New

Vintage Turns 30!

In January, Vintage marked 30 years of serving our clients.  Founded in 1985 by Frank and Jennifer Moore, the firm now serves clients all across the country.

The Vintage name came about as the firm's first offices were in a room that had once been a wine vat.  Though we were able to relocate after about a year the Vintage name stuck.

Today, Vintage offers investment management, financial planning and tax prepartion services from the largest team of fee only, Certified Financial Planners (CFPs) in the Ann Arbor area.


Frank Moore * Todd Perry * Jim Burns

Joe Henderson * Jack McCloskey

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