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
Todd Perry was named a Five Star Wealth Manager in the Detroit area for the first time this year. Todd joins Frank Moore and Joe Henderson who were named again this year. The designation has been presented to less than 7% of the Detroit area’s financial advisors for the past five years.
Jack McCloskey earned a Masters of Science degree in Financial Services from the College for Financial Planning. Jack is also a Certified Financial Planner (CFP) Professional and a Registered Tax Return Preparer (RTRP).
Vintage celebrated our 30th anniversary in January. In February we’ll have a big party at the Big House for our clients and friends.
Frank Moore began serving a three year term on the National Board of the National Association of Personal Financial Advisors (NAPFA) in September. In his first year he’ll serve as the board treasurer. NAPFA is the largest organization of fee only financial planners in the country.
Our firm was named a Top Performer in the inaugural Investment News Best Practices Awards. The award ceremony was held in Chicago in September, 2013. Vintage, along with five other firms, were recognized as the Top Performing firms in the country for their human capital management. The selection was made from the annual Investment News/Moss… read more
The Wall Street Journal featured an article titled “Advisors Focus on 2013 Tax Plans” and quoted Todd Perry extensively. He discussed the several new tax law changes for 2013 and how important it is for taxpayers to factor them into their estimated tax payments and withholding.
Frank Moore spoke at the NAPFA (National Association of Personal Financial Advisors) National conference in Chicago in mid-May. His talk was part of the Practice Foundations series that is designed to teach newer financial planners how to build a practice. Frank’s talk was picked up by a reporter from Financial Planning magazine who featured it… read more