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, you can stop right now. A quarter of the ones in Washtenaw County work right here as a team for you. No other local firm comes close.
But our credentials don’t stop there. We’re members of NAPFA, and our team has earned other professional designations like CIMA, CLU, EA, CPWA, FPQP 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 only advisor in Washtenaw County on their Best-in-State Wealth Advisors ranking! Same with Barron’s prestigious Top 1,200 Financial Advisors rankings for both 2017 and 2018. 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 seven firms from Michigan and the only one in the county. (Disclosure details)