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 CFPs 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. We’re members of NAPFA, and our team has earned other professional designations like CPA, EA (taxes), FPQP (financial planning) and a couple master’s degrees in financial services. And Forbe’s magazine recently named Frank Moore, our founder and Chief Investment Officer, as the top ranked advisor in Washtenaw County on their Best-in-State Wealth Advisors ranking again! Our team is also the only local one to make Barron’s prestigious Top 1,200 Financial Advisors rankings for the past three years. And Financial Times named us again to their FT 300, an exclusive list of the country’s top investment advisory firms. Vintage was one of just five firms from Michigan and the only one in the county. And Investment News named us as one of just seventeen firms in the country to receive their Best Practices Award for 2019. (Disclosure details)