Vintage Financial Services, LLC
Chief Investment Officer
Fee-Only Financial Advisor serving clients in Ann Arbor and throughout the US.
Frank Moore is a Ann Arbor, MI fee-only financial planner. Vintage Financial Services, LLC has provided comprehensive and objective financial planning, investment management, and tax preparation services to clients throughout the US since 1985.
Frank Moore founded Vintage Financial Services in 1985 after working in the banking industry and with a Wall Street investment firm.
In 2017, Frank was named by Barron's to their prestigious list of the Top 1,200 Financial Advisors in the US, one of just 30 advisors in Michigan. He was also named by Forbes as the #10 ranked wealth advisor in Michigan in their Best-in-State Wealth Advisors list in early 2018. And his firm, Vintage Financial Services was listed by Financial Times in their FT 300 list of the top Registered Investement Advisory firms in the US. For details on the publications methodologies, see https://www.vintagefs.com/disclosure/.
Frank is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association. Frank is past Chairman of the board of directors of NAPFA and also served as Treasurer. He also 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.
Frank Moore is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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. The firm was also named to the Financial Times FT 300 list of the top Registered Investment Advisory firms in the US in 2017.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- Tax Planning and Preparation
- Retirees and Near Retirees
- Inherited Wealth
- Sudden Money Situations
- Novice Investors
- Complimentary Initial Consultation
- In-Office Meetings
- Virtual Meetings
- No Product Sales
Professional Designations & Affiliations
Frank Moore is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Frank Moore is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Frank Moore is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Frank Moore
101 N. Main Street
Ann Arbor, MI 48104