Franklin S. Moore,  CFP<sup>&reg;</sup> - Financial Advisor

Franklin S. Moore, CFP®

MS

Investment Advisor

Vintage Financial Services

2373 Oak Valley Drive, suite 110
Ann Arbor, MI 48103
FINANCIAL ADVISOR'S WEBSITE
(800) 666-9237
(734) 668-4040
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General

Franklin Moore is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Vintage Financial Services in Ann Arbor, MI and the surrounding communities.

Financial Advisor Overview

Vintage Financial Services 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 six CFPs, all of whom have other designations including CPA, CLU, CIMA, EA and more.  The advisors and support staff work together as a team to bring their varied expertise to bear on all of our client's finances. 


Our target clients include individuals with investment assets of at least $500,000 that 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.  As fee only advisors we work only for our clients and don't accept commissions or any other outside compensation.


Vintage Financial Services was named to the 2018 Financial Times FT 300, a list of the country's top investment advisory firms and Frank was named to Barron's 2018 Top 1,200 list of the nation's top financial advisors as well as Forbes Best in State Wealth Advisors where he ranked #10 in Michigan. Vintage was also 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 Moore has spoken on his expertise in asset allocation to national conferences of financial planners and he has been quoted in the Wall Street Journal and magazines including Financial Planning, Wealth Manager, Medical Economics and other publications.  



Frank has served as chairman of the board of directors for the National Association of Personal Financial Advisors (NAPFA), the nation's largest organization of fee only financial planners.  He was previously the president and chairman of the NAPFA Midwest Region board.


Frank's civic activities have included board positions on the Ann Arbor Briarwood Rotary Foundation, Wild Swan Theater, and Epsilon Trustee Corporation. He has served on the National Kidney Foundation of Michigan, Washtenaw United Way, and other agencies.


Frank can be reached at (800)666-9237 or (734) 668-4040. See our website at www.vintagefs.com for much more.

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Financial Advisor Experience

Frank Moore is a graduate of the University of Michigan with a BA in Economics.  He founded Vintage Financial in 1985 after working in the investment and banking industry.

He has a Masters of Science in Financial Services degree with a specialization in Wealth Management and is a Certified Financial Planner (CFP) Professional.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Attending College, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources