Meet Frank
Frank Moore founded Vintage Financial Services in 1985 in order to better serve his clients. Previously, he’d worked in the banking industry and with an investment firm.
Frank continues to lead the Vintage Financial team as Chief Investment Officer, using the investment strategies he developed three decades ago.
He is well known nationally in the financial planning community, having recently served as Chairman of the Board of NAPFA, the National Association of Personal Financial Advisors. In his role, he worked with the leadership of the Financial Planning Association and the Certified Financial Planner Board to help promote and shape the Department of Labor’s new rule that will require all financial advisors to put their client’s interests first when advising on IRA assets.
Frank continues to serve on NAPFA’s National Board and he currently heads the Finance Committee. He has also served as Chairman of NAPFA’s Midwest Region Board and was a founder and current leader of the Soar Wealth Manager Alliance, a national network of independent firms that share best practices to better help their clients.
Frank was named by Barron’s magazine as one of America’s Top 1,200 Financial Advisors in March, 2017. He was the only advisor recognized in Washtenaw County and one of just 30 in the state of Michigan. Frank was also one of 100 advisors featured in the 2012 book, America’s Top Financial Advisors: Financial Strategies from the Titans of Wealth Management.
Numerous national publications have quoted Frank and featured his market insights. Those have included the Wall Street Journal, New York Times, Washington Post, Business Week, Financial Planning, the Journal of Financial Planning, Medical Economics, Investment News, Wealth Manager and others. Frank has also spoken at national investment conferences on topics ranging from the investment management process to applying technology in a wealth management practice.
He is a graduate of the University of Michigan where he earned a B.A. in economics. After his undergraduate studies, Frank became a CERTIFIED FINANCIAL PLANNER Professional™ and has earned a Master of Science in financial services with a specialization in wealth management.
Frank and his wife, Jennifer, love Ann Arbor and support the local quality of life with the Frank and Jennifer Moore Family Foundation.
There used to be a guy that worked down the street from our offices and he would often talk about “The Team, The Team, The Team.” At Vintage our advisors work together to bring our varied expertise and experience to each of our client’s finances. We won’t win any football games but we think we’ve built a winning team.
And we’re not the only ones! Vintage was named to the Financial Times 300 ranking of the country’s top RIA firms. And Frank Moore, our founder and Chief Investment Officer, was the only advisor from Washtenaw County to make Forbes 2018 Best-in-State Wealth Advisors list. He’s the only advisor from the county on Barron’s Top 1,200 Financial Advisors ranking for 2017 and 2018, too. See the listing and selection criteria of the publications on our disclosure page.
