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Vintage Financial Services, LLC
101 North Main Street
Suite 800
Ann Arbor, MI 48104
Phone: (734) 668-4040
Fax: (734) 668-4890
Toll-free: (800) 666-9237
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Household Income Minimum: $0 Investable Asset Minimum: $250,000
Vintage Financial Services provides financial planning, investment management and tax preparation services to individual clients throughout the US on a fee only basis. Vintage was established in 1985 and our staff includes three CFPs. Our target clients include individuals with investment assets of at least $250,000 that want to make the most of their finances through conservative investment strategies, effective tax planning, and low costs from a firm dedicated to their financial success. As fee only advisors we work only for our clients and don't accept commissions. Vintage was named one of the top Wealth Management firms in the country for the past five years by Wealth Manager magazine and was also named a Leading RIA firm by Financial Advisor magazine. Frank Moore has spoken on his expertise in asset allocation to national conferences of financial planners and he has been quoted in the Wall Street Journal and magazines including Financial Planning, Wealth Manager, Medical Economics and other publications. Frank's civic activities have included board positions on the Ann Arbor Briarwood Rotary Foundation, Wild Swan Theater, and Epsilon Trustee Corporation. He has served on the National Kidney Foundation of Michigan, Washtenaw United Way, and other agencies. His wife, Jennifer, is the former executive director of Ann Arbor Area 2000. They have three children. Frank can be reached at (800)666-9237 or (734) 668-4040. See our website for much more.
Vintage Financial Services provides financial planning, investment management and tax preparation services to individual clients throughout the US on a fee only basis. Vintage was established in 1985 and our staff includes three CFPs. Our target clients include individuals with investment assets of at least $250,000 that want to make the most of their finances through conservative investment strategies, effective tax planning, and low costs from a firm dedicated to their financial success. As fee only advisors we work only for our clients and don't accept commissions.
Vintage was named one of the top Wealth Management firms in the country for the past five years by Wealth Manager magazine and was also named a Leading RIA firm by Financial Advisor magazine.
Frank Moore has spoken on his expertise in asset allocation to national conferences of financial planners and he has been quoted in the Wall Street Journal and magazines including Financial Planning, Wealth Manager, Medical Economics and other publications.
Frank's civic activities have included board positions on the Ann Arbor Briarwood Rotary Foundation, Wild Swan Theater, and Epsilon Trustee Corporation. He has served on the National Kidney Foundation of Michigan, Washtenaw United Way, and other agencies. His wife, Jennifer, is the former executive director of Ann Arbor Area 2000. They have three children.
Frank can be reached at (800)666-9237 or (734) 668-4040. See our website for much more.
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