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 four CFPs and a CPA that work together as a team.
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 Financial Services was recently named a Top Performer in the inaugural Investment News Best Practices Awards for human capital management. It was one of six firms in the country selected based on data from the annual Investment News/Moss Adams benchmarking study in which hundreds of firms participated.
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 was one of 100 advisors featured in the 2012 book, America’s Top Financial Advisors: Financial Strategies from the Titans of Wealth Management.
Frank currently serves as chairman of the Midwest board of directors for the National Association of Personal Financial Advisors (NAPFA), the nation's largest organization of fee only financial planners. He also serves on the NAPFA National Board as the Midwest Region Representative.
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.