Browsing: In the News

Best Workplace Award

Best Workplace Award

We’re excited to be named one of the Best Places to Work for Financial Advisers by Investment News magazine. Their annual ranking recently came out and they named us #16 in the country in the category of 15-29 employees. Including the two larger firm categories, there were 75 firms that made the 2020 list. From… read more

Congrats to Jamieson

Congratulations to Jamieson Hopp for his promotion to Senior Financial Planner at Vintage. Jamieson joined Vintage two years ago after graduating with a Bachelor of Science degree in Financial Planning from Colorado State University. He recently earned the CERTIFIED FINANCIAL PLANNER Professional™ (CFP®) designation. The designation requires the education component, passage of the tough certification… read more

Congratulations to Set

    Set Carpintero, a CFP who joined us last fall, has earned the Enrolled Agent or EA designation offered by the IRS.  While not as well known as the CPA designation, the EA is more narrowly focused on income taxes.  Set passed the three required exams and he can now represent taxpayers in front… read more

Barron’s Moves Frank to #12

For 2020, Barron’s has again named Frank Moore to the exclusive list of America’s Top 1200 Advisors. The number of advisors per state is based on population and wealth and there were just 30 advisors from Michigan again this year. Frank debuted on the ranking in 2017 at #28, jumped to #18 in 2018, then… read more

Vintage Wins Big Award!

We’re excited to announce that Vintage has won another big national award. Frank Moore and Jack McCloskey were in Chicago to receive the award at the Investment News Top Advisory Firm Summit last month. Vintage was one of seventeen firms in the country to be honored at the event and given the 2019 Best Practices… read more

Congrats to Michael Stros

Congratulations to Michael Stros for passing the Certified Financial Planner certification exam.  To become a CERTIFIED FINANCIAL PLANNER Professional™ a candidate must complete the education and experience requirement, pass the six hour board exam, and agree to abide by the Code of Ethics and Standard of Conduct.  In addition they agree to follow the practice… read more

Vintage One of Just Five

Vintage was again named to the Financial Time’s FT 300 list, a national ranking of the country’s top Registered Investment Advisory firms. The average firm this year managed over $4 billion for their clients. This year only five firms from Michigan were named to the prestigious ranking. See the article and list at Financial Times…. read more

Top Ranked by Forbes Again

Frank Moore, our founder and Chief Investment Officer, was recently named by another national publication as one of the top financial advisors in the country.  Forbes did their second annual Best-in-State Wealth Advisors ranking of financial advisors and Frank was ranked #18 in Michigan, the top ranked advisor on the list from Washtenaw County. For their methodology,… read more

Barron’s Top 1200 Advisors

In this week’s issue of Barron’s, Frank Moore was again named to the exclusive list of America’s Top 1200 Advisors. The number of advisors per state is based on population and wealth and there were just 30 advisors from Michigan again this year. Frank debuted on the ranking in 2017 at #28 and jumped to… read more

Vintage Nationally Recognized Again

Vintage was again named to the Financial Time’s FT 300 list, a national ranking of the country’s top Registered Investment Advisory firms.  This year just seven firms from Michigan were named to the prestigious ranking and Vintage was the only firm from Washtenaw County.  See the article and list at Financial Times. Financial Time’s criteria… read more