What's New

JIM BURNS EARNS CFP DESIGNATION

Jim Burns, now a CFP and CPA
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FRANK JOINS NAPFA NATIONAL BOARD

Frank Moore Adds to NAPFA Roles
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TODD QUOTED IN WALL STREET JOURNAL

Todd Perry quoted in tax article in Wall Street Journal
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VINTAGE ADDS ANOTHER MEMBER TO TEAM

Vintage Welcomes Niki Barnes to Staff
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JACK MCCLOSKEY EARNS CFP DESIGNATION

Jack McCloskey earns CFP designation
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JAMES BURNS, CPA JOINS VINTAGE

Vintage Adds Another Advisor
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FRANK NAMED 5 STAR WEALTH MANAGER

Frank Moore named a 5 Star Wealth Manager Again
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FRANK FEATURED IN BOOK

Frank Moore is featured in the 2012 book America’s Top Financial Advisors
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VINTAGE RANKED NATIONALLY & LOCALLY

Vintage was recently ranked in both a national and local publication
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FRANK BEGINS TERM AS BOARD PRESIDENT

Frank Moore is the new president of the NAPFA Midwest Region Board of Directors
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FRANK SPEAKS AT NATIONAL CONFERENCE

Frank Moore speaks at NAPFA National conference in Chicago
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JACK PASSES CFP EXAM

Jack McCloskey passed the two day, ten hour CFP board exam in November
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FRANK SPEAKS IN BROOKLYN & DALLAS

Frank Moore speaks at two conferences this fall
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VINTAGE FEATURED IN MAGAZINE

Our Retirement Income Outlook featured in NAPFA Advisor
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VINTAGE FEATURED IN FINANCIAL PLANNING ARTICLE

Our tax planning is highlighted in Financial Planning
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INVESTMENT STRATEGY VIDEO

Frank Moore discusses our investment strategy in short video
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|  Mindscape