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 a broad array of advisors including those that advise the ultra-wealthy, institutional brokers, as well as advisors that work with mere millionaires.
The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. Frank was pleasantly surprised and honored to be listed, as these types of lists generally favor large firm size over the credentials, experience and fiduciary focus of a firm.
“I think this really speaks to the strong team we have at Vintage”, says Frank. “With five CFP’s, a couple Masters Degrees, a CPA, and other designations in insurance, investments and taxes, our team offers broad expertise, most of which wasn’t even considered as this is a list based on just investment advice.” Frank was the only advisor from Washtenaw County and even the neighboring counties of Wayne, Lenawee, Jackson and Livingston. See the Michigan list on Barron’s site or in pdf.