COMPREHENSIVE
WEALTH MANAGEMENT
Put our team of fee only, fiduciary advisors to work on your financial success.
We’re excited to have joined Mercer Advisors, a national wealth management firm with extensive resources. The powerful combination of Vintage Financial Services and Mercer Advisors will enhance your overall client experience and add new tools and services to an already robust offering. Learn more about these services here.
Fiduciary
A fiduciary is an advisor that works in your best interests. At Vintage, we work exclusively for you–not a bank, Wall Street, or an insurance company, so it’s easy to put your interests first.
And we’re pretty good at what we do. We’ve been doing this since 1985 and our team has some of the best credentials in town. In fact, if you’re looking for Fee Only CFP® professionals that are true fiduciaries, we have the largest team in Washtenaw County working right here together for you.
But our credentials don’t stop there. Most of our advisors have earned a Bachelors and/or Masters Degree in Financial Planning and most have additional professional designations like CFP®, CPA, CIMA® and Certified Divorce Financial Analyst (CDFA™).
. And a number of national publications including Forbes and Barron’s have named us as one of the top wealth management teams in the country. See more about our Team’s accomplishments. (Disclosure details)
Integrated
If you’re like a lot of the prospective clients we’ve met, your financial affairs are a bit of a mess right now. You’ve got some investment accounts here, some there, and then there’s your 401(k) at work. And your spouse’s 401(k) from the old job. And there’s no cohesive plan to make them work together.
And maybe you do your own taxes or even have a tax preparer, but they don’t really know what your tax picture looks like until February or March, after the tax year is over and there’s not much you can do about your tax bill then.
Then there’s the financial planning. The insurance, estate plan, retirement plan, education funding, mortgage, etc. that are handled by you or various professionals, but don’t necessarily fit together or get the attention that they should.
But relax. We’re here to help. It’s what we do. And the only thing we’ll sell you is the best advice our team can provide.
Transparent
If you’re going to work with an advisor, you’ll need to trust them. But trust isn’t something that happens overnight and we get that. It’s something we need to earn every day. So to help that process along we’re going to be very transparent about what our services cost. You’ll see it in dollar terms regularly and we’re happy to share with you and explain the underlying costs of the investments we’ll recommend.
We’ll also show you how your portfolio is doing. Every day. Including your 401(k), 403(b), 457 or other retirement plans. Our client portal gives you the dollar value along with the year-to-date net rate of return, updated daily.
And, if you don’t want to check the website, that’s fine. We’re available to meet with you to review your portfolio, how it performed relative to the benchmarks, and update your retirement plan (or spending outlook if you’re already retired), net worth statement, and other goals like funding your kid’s or grandkid’s education.
How to Choose
A FINANCIAL ADVISOR
There’s a wide variety of financial advisors available today. Use our free checklist to learn what questions to ask and why, so that you can find an advisor that is right for you.
Investment Management
Proactive investment management of your overall portfolio to help you reach your financial goals.
Financial Planning
Our services start with a plan for your retirement, investments, taxes, estate, education funding or other objectives.
Tax Preparation
Our tax experts can prepare your taxes–and provide proactive tax planning strategies all year long to help minimize your tax bill.
