A fiduciary is an advisor that works in your best interests. At Vintage, we work exclusively for you–not a bank, Wall Street, or an insurance company, so it’s easy to put your interests first.
And we’re pretty good at what we do. We’ve been doing this since 1985 and our team has some of the best credentials in town. In fact, if you’re looking for Fee Only CFPs that are true fiduciaries, we have the largest team in Washtenaw County working right here together for you.
But our credentials don’t stop there. Most of our advisors have earned a Bachelors and/or Masters Degree in Financial Planning and most have additional professional designations like CFP, CPA, EA (taxes), or FPQP (financial planning). And a number of national publications including Forbes, Barron’s, Financial Times and Investment News have named us as one of the top firms in the country. See more about our Team’s accomplishments. (Disclosure details)