Frank Moore
CFP®, MS
Vintage Financial Services, LLC
Founder & Chief Investment Officer
Frank Moore
CFP®, MS
Vintage Financial Services, LLC
Founder & Chief Investment Officer
Put our highly credentialed team of fiduciary advisors to work on your financial success. - Frank Moore, CFP®, MS
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 in order to better serve his clients. Previously, he’d worked in the banking industry and with an investment firm.
Frank continues to lead the Vintage Financial team as Chief Investment Officer, using the investment strategies he developed three decades ago.
He is well known nationally in the financial planning community, having recently served as Chairman of the Board of NAPFA, the National Association of Personal Financial Advisors. In his role, he worked with the leadership of the Financial Planning Association and the Certified Financial Planner Board to help promote and shape the Department of Labor’s Fiduciary rule that would have required all financial advisors to put their client’s interests first when advising on IRA assets.
Frank has been named by Barron’s magazine as one of America’s Top 1,200 Financial Advisors for the past five years and is ranked #13 in Michigan for 2021. He was also recognized by Forbes magazine for 2021 as #15 in Michigan on their Best-in-State Wealth Advisor list, the highest ranked advisor in Washtenaw County.
Numerous national publications have quoted Frank and featured his market insights. Those have included the Wall Street Journal, New York Times, Washington Post, Business Week, Financial Planning, the Journal of Financial Planning, Medical Economics, Investment News, Wealth Manager and others. Frank has also spoken at national investment conferences on topics ranging from the investment management process to applying technology in 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 degree in financial services with a specialization in wealth management.
Frank and his wife, Jennifer, love Ann Arbor and support the local quality of life with the Frank and Jennifer Moore Family Foundation.
Frank Moore is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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. In addition to the investment and financial planning expertise, the firm has extensive tax experience with a CPA and Enrolled Agent who direct our year round, proactive tax planning. 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, 2018 and 2019.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- Tax Planning and Preparation
Ideal Clients
- Retirees and Near Retirees
- Inherited Wealth
- Sudden Money Situations
- Novice Investors
Working Together
- Complimentary Initial Consultation
- In-Office Meetings
- Virtual Meetings
- No Product Sales
Professional Designations & Affiliations
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Frank Moore is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Frank Moore is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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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.
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Frank Moore Named to Barron’s Top 1,200 Financial Advisors ranking for 2021
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Frank Moore Named Forbes Best In State Wealth Advisor 2021
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InvestmentNews honors Vintage Financial Services as One of the Best-performing Practices at its Top Advisory Firm Summit in Chicago.
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Vintage Financial Services Named to 2020 Investment News Best Places to Work for Financial Advisers
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Frank Moore is quoted in ThinkAdvisor: "NAPFA Elects Moore Board Chairman for 2015 Term"
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Frank Moore is Quoted in Financial Advisor Magazine: "Moore Elected Napfa Chair"
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Frank Moore is quoted in Financial Planning Magazine: "Why Tax Planning, Preparation Is a Critical Part of Proactive Financial Planning"
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Frank Moore is Quoted in Financial Planning Magazine: "Fading Minds"
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Frank Moore is Quoted in The Washington Post: "Robo-advisers are here. What’s a human financial planner to do?"
Contact Frank Moore
Office Locations:
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2373 Oak Valley Drive
Suite 110
Ann Arbor, MI 48103
