Frank Moore (CFP®, MS)

Frank Moore focuses in the
following client markets or areas of practice:

  • AUM
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Vintage provides financial planning, investment management and tax preparation services to individual clients throughout the US on a fee only basis. Vintage was established in 1985 and our staff includes seven financial planners, six who have earned a Bachelors and/or Masters degree in Personal Financial Planning or Wealth Management. Our target clients include individuals with investment assets of at least $500,000 who want to make the most of their finances through conservative investment strategies, effective tax planning, and low costs from a firm dedicated to their financial success.

Additional Information

Frank Moore, Chief Investment Officer of Vintage Financial Services, has been ranked by Forbes magazine as the #18 wealth advisor in Michigan in their 2019 Best-in-State Wealth Advisor rankings.  Vintage has been named to the Financial Times FT 300, a list of the country's top investment advisory firms for the past three years and was just one of five Michigan firms in 209. And Frank was named to Barron's Top 1,200, a list of the nation's top financial advisors for the past three years.

Vintage was named a Top Performer in the 2013 Investment News Best Practices Awards for human capital management.  It was one of six firms in the country selected based on data from the annual Investment News/Moss Adams benchmarking study in which hundreds of firms participated.

Frank has served as Chairman and Treasurer of the NAPFA National Board of Directors and previously was treasurer, president and chairman of the Midwest Region board.

 

NAPFA Start Date

December 09, 2005

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This Office

2373 Oak Valley Dr Ste 110 Ann Arbor, MI 48103-8943 Phone: (734) 668-4040 Fax: (734) 668-4890