Frank Moore| CFP®, MS
Vintage Financial Services, LLC
- Financial Planning
- Retirement Planning
- Investment Management
- Wealth Management
- Tax Planning
- Tax Preparation
- Estate Planning
- Education Planning
- Employee Benefits
Ann Arbor, MI 48104
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Frank Moore founded Vintage Financial Services in 1985 after working in the banking industry and with a Wall Street investment firm.
Frank is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association. Frank currently serves as Treasurer of the board of directors of NAPFA and is the past Chairman. He previously served as Chairman of the NAPFA Midwest region board.
Frank was one of 100 advisors featured in the 2012 book, America’s Top Financial Advisors: Financial Strategies from the Titans of Wealth Management.
Numerous national publications have quoted Frank and featured his market insights. Those have included the Wall Street Journal, Business Week, The New York Times, Financial Planning, the Journal of Financial Planning, Medical Economics, Wealth Manager and others. Frank has also spoken at national investment conferences on topics ranging from the investment management process to applying technology to a wealth management practice.
He is a graduate of the University of Michigan where he earned a B.A. in economics. After his undergraduate studies, Frank became a CERTIFIED FINANCIAL PLANNER Professional™ and has earned a Master of Science in financial services with a specialization in wealth management.
Frank is active in the Ann Arbor community where he has served on boards including the Wild Swan Theater, National Kidney Foundation of Michigan, Briarwood Rotary Foundation, Epsilon Trustee Corporation, and an allocations panel of the Washtenaw United Way. He has also served on the board of directors of DSLT Inc., a holding company for Diamond Crystal Specialty Foods.
He and his wife, Jennifer, have three children and live in Ann Arbor.
Vintage Financial Services is a leading financial planning firm in Ann Arbor, Michigan serving clients nationwide. The firm has five Certified Financial Planner professionals, the most fee-only CFPs of any firm in the Ann Arbor area, and each advisor has additional professional credentials and expertise. The firm uses a team approach to bring the extensive and varied expertise of our advisors to all of the firm's clients.
Vintage offers investment management, financial planning and tax planning and preparation services to hundreds of clients across the country.
Vintage was named a Top Performer in the 2013 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.