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, you can stop right now. A quarter of the ones in Washtenaw County work right here as a team for you. No other local firm comes close.
But our credentials don’t stop there. We’re members of NAPFA, and our team has earned other professional designations like CPA, CIMA, CLU, RTRP, and a couple master’s degrees in financial services. And Barron’s magazine recently named Frank Moore, our founder and Chief Investment Officer, as the only advisor in Washtenaw County on their prestigious list of America’s Top 1,200 Financial Advisors!