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 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 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 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
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 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.
Frank Moore was quoted in the New York Times in October in an article titled, Red-Flag Time: Your Broker Offers a Can’t-Miss Sales Contest. The article discussed how it is difficult for consumers to determine whether or not to trust their financial advisor. Frank shared one of the recent cases we’ve seen where brokers sell… read more
Frank Moore was featured on the June, 2016 cover of NAPFA Advisor, a financial publication that goes out to NAPFA members and thousands of other financial advisors. Frank was presiding over the NAPFA Spring Conference in Phoenix in the cover shot.
Frank Moore was recently quoted in an article in the Washington Post titled “Robo Advisors are Here. What’s a Human Financial Planner to do?” He’s also recently been quoted in articles in Financial Advisormagazine and Financial Planning magazine.
Frank Moore, Vintage’s founder and Chief Investment Officer, began serving as Chairman of the board of directors of NAPFA, the National Association of Personal Financial Advisors on September 1st. NAPFA is the largest association of Fee Only financial planners in the country and is often referenced in the media as the place to turn for… read more