Vintage was again named to the Financial Time’s FT 300 list, a national ranking of the country’s top Registered Investment Advisory firms. The average firm this year managed over $4 billion for their clients. This year only five firms from Michigan were named to the prestigious ranking. See the article and list at Financial Times…. read more
Top Ranked by Forbes Again
April 10, 2019
Posted in: In the News, Vintage News
Frank Moore, our founder and Chief Investment Officer, was recently named by another national publication as one of the top financial advisors in the country. Forbes did their second annual Best-in-State Wealth Advisors ranking of financial advisors and Frank was ranked #18 in Michigan, the top ranked advisor on the list from Washtenaw County. For their methodology,… read more
Barron’s Top 1200 Advisors
March 14, 2019
Posted in: In the News
In this week’s issue of Barron’s, Frank Moore was again named to the exclusive list of America’s Top 1200 Advisors. The number of advisors per state is based on population and wealth and there were just 30 advisors from Michigan again this year. Frank debuted on the ranking in 2017 at #28 and jumped to… read more
Vintage Nationally Recognized Again
June 29, 2018
Posted in: In the News
Vintage was again named to the Financial Time’s FT 300 list, a national ranking of the country’s top Registered Investment Advisory firms. This year just seven firms from Michigan were named to the prestigious ranking and Vintage was the only firm from Washtenaw County. See the article and list at Financial Times. Financial Time’s criteria… read more
Barron’s Names Frank to Top 1,200 Again
March 14, 2018
Posted in: In the News
In Barron’s March 12, 2018 issue they ran their annual list of America’s Top 1,200 Advisors and Frank Moore made the list again. The list ranks advisors by state and Frank jumped from #28 in 2017 to #18 in the 2018 ranking. He was, once again, the only advisor from Washtenaw County to make the… read more
Frank Named Top Advisor by Forbes
February 28, 2018
Posted in: In the News
Frank Moore, our founder and Chief Investment Officer, was recently named by another national publication as one of the top financial advisors in the country. Forbes did their first Best-in-State Wealth Advisors ranking of financial advisors and Frank was ranked #10 in Michigan, the only advisor on the list from Washtenaw County. The ranking was… read more
John Owens Earns EA Tax Designation
January 21, 2018
Posted in: In the News, Vintage News
John Owens earned the tax designation, Enrolled Agent (EA) after passing three exams last year. The designation is offered by the IRS and it allows him to represent taxpayers before the IRS. The exams covered Individual Taxation, Business Taxation, and Representation and Practice before the IRS. John will need to complete at least 72 hours… read more
Vintage Named to FT 300
June 22, 2017
Posted in: In the News
Vintage is pleased to announce that we were named to the Financial Times 300 list of the country’s top RIA firms for 2017. We were one of just nine firms in Michigan to make the exclusive list. The average firm on the list manages $2.7 billion and about two thirds of the ranking formula is… read more
Frank Named a Top Advisor by Barron’s
March 12, 2017
Posted in: In the News
In the March 6, 2017 issue of Barron’s magazine, they published their annual list of America’s Top 1,200 Financial Advisors. The feature also ran in Barron’s sister publication, the Wall Street Journal. They break the rankings down by state and Michigan had 30 advisors including Vintage’s Chief Investment Officer and Founder, Frank Moore. The list includes… read more
Jack McCloskey Quoted in Wall Street Journal
December 7, 2016
Posted in: College Funding, In the News
Jack McCloskey was featured in a Wall Street Journal article this week, titled “Is Starting a 529 Worth It?” Jack answered a few questions about 529 Plans that are available as a tax advantaged way to save for college costs. See the article at the WSJ site or in pdf form.