Vintage Financial Services LLC

06/24/2022

Great fun at the Ann Arbor Summer Festival last week! So glad so many of our clients could join us!

06/06/2022

We’re excited to announce that Jack was selected for this national recognition! https://40under40inadvice.com/

Fee only, fiduciary Certified Financial Planners serving Ann Arbor since 1985. Integrating investments, financial planning & tax preparation.

05/19/2022

We’re pleased to announce that Doug Watts has been promoted to Senior Financial Advisor. Doug has been in the investment business for about three years and joined us last year. He is an Ivy Leaguer with a BA in Philosophy, Politics and Economics from the University of Pennsylvania.

Doug earned the Chartered Financial Consultant (ChFC®) designation prior to joining Vintage and then became a Certified Financial Planner Professional (CFP®) last year. He’s currently working on the Certified Investment Management Analyst (CIMA®) designation.

Doug is also active in the Ann Arbor community and is currently serving on the Leadership Giving Association Committee for the United Way of Washtenaw County and is a member of the Washtenaw Estate Planning Council.

Find out more about Doug and the Vintage team at https://vintagefs.com/team/

05/17/2022

We're happy to once again sponsor the Humane Society of Huron Valley’s Walk & Wag and Run event on May 21st. Bring your dog and join us for a walk or the 5k run as well as other fun events and help raise money to support local animals. More info and registration at http://hshv.convio.net/site/TR/Events/WalkandWag?pg=entry&fr_id=1340

05/13/2022

We love being based in Ann Arbor so we decided to ask some of our team members why they love the city. Jack McCloskey, our Chief Operating Officer, was born in Ann Arbor and says he's always loved our downtown. He added, "The people in our town are what really make us special."

One of our Financial Planners, Doug Watts, also enjoys the culture of Ann Arbor. He said, "Ann Arbor has great food, great art, wonderful libraries, and so many wonderful events."

Michelle Schrag, our Client Account Specialist, said that she loves, "Raising kids in a town where they get to experience being right near a college campus with all of the positive energy, and the theater and sporting events at our fingertips."

Learn more about our team here: https://vintagefs.com/team/

05/12/2022

We are a proud sponsor of Big Hearts For Seniors, which is presenting Big Hearted Stories: Journeys, a live performance on Tuesday, May 17th beginning at 5:30. The event will be held at the Lydia Mendelssohn Theatre in Ann Arbor and will feature local storytelling, connection, and entertainment! Vic Strecher will Emcee. For tickets or more information go to https://giving.medicine.umich.edu/big-hearts-for-seniors

04/29/2022

We are pleased to announce that our founder and Chief Investment Officer, Frank Moore, has been ranked #15 in Michigan for Forbes Best-In-State Wealth Advisors for 2022. Frank and the Vintage team are once again the highest ranked in Washtenaw County.

As global pandemic worries take a back seat to the economic fallout from the biggest conflict in Europe since World War II, the professionals on the Forbes/Shook 2022 Best-In-State Wealth Advisors list have a proven record of guiding their clients through volatile markets. The full list, featuring m...

04/15/2022

We are pleased to announce that we've added a fourth equity partner at Vintage. Niki Barnes, our operations manager, earned a stock bonus earlier this year and will share in our future growth. Niki joined us in 2013 and oversees our portfolio accounting, databases and more. She joins Candace Kinsler, a 25-year Vintage veteran, and Jack McCloskey, our COO, along with Frank Moore, the firm's founder.

Find out more about Niki and the Vintage team at https://vintagefs.com/team/

04/13/2022

Today's Smart Spotlight is on Tammy Wakevainen! Tammy joined Vintage in 2019 as a senior financial planner. As a Certified Public Accountant (CPA) with over 25 years of tax experience, Tammy had the desire to provide retirement and financial planning services for her tax clients, which made the move to Vintage easy.

Tammy serves on the board for Children’s Literacy Network and is a long-time volunteer coordinator for IHN Alpha House in Ann Arbor. When she is not serving her clients or studying, you can find Tammy on the ski slopes or kayaking on a quiet lake in the UP with her husband and two daughters.

Learn more about Tammy and the rest of the team here: https://vintagefs.com/team/

04/07/2022

While it's impossible to completely avoid the impact of inflation, there are practices you can undertake to help protect your wealth. See how to navigate historically high inflation with this blog post:

Published March 15, 2022   How is inflation calculated? You’ve seen it in the store and heard about it on the news, inflation is the highest it’s been in 40 years. Inflation has been called “the worst tax,” since it impacts everyone and pervades the economy. Inflation is calculated based on...

04/04/2022

Our founder and team leader, Frank Moore, was named #13 in Michigan on Barron’s annual Top 1,200 Financial Advisors list. Our team was one of just a handful of independent, fiduciary firms on the Michigan ranking and we were the only firm from Washtenaw County to be honored. See more about the Top 1,200 list at Barron's. https://www.barrons.com/advisor/report/top-financial-advisors/1000

03/31/2022

At Vintage, you're not working with “Financial Planners,” but Certified Financial Planners (CFP® ) and CPAs. Work with a team of highly credentialed fiduciary advisors to help turn your financial dreams into a reality.