Vintage Financial Services

Welcome to Vintage Financial Services, a comprehensive wealth management firm that puts your financial success at the forefront of everything we do. We are proud to announce our recent partnership with Mercer Advisors, a national wealth management firm, which has enabled us to enhance your client experience and provide you with an even broader range of tools and services. Our team of fee-only, fiduciary advisors is dedicated to working solely for you, ensuring that your best interests are always our top priority. With our extensive experience, impressive credentials, and commitment to transparency, you can trust us to help you navigate the complex world of financial planning and investment management.

Our Team

At Vintage Financial Services, we are proud of our team of experienced professionals. As a fiduciary, we work exclusively for you, without any ties to banks, Wall Street, or insurance companies. Our team is composed of Fee Only CFP professionals, the largest team in Washtenaw County, who are true fiduciaries dedicated to providing you with the best advice possible. Our advisors hold various degrees and professional designations, including CFP, CPA, CIMA, and Certified Divorce Financial Analyst (CDFA). Our team's accomplishments have been recognized by national publications such as Forbes and Barron's, which have named us as one of the top wealth management teams in the country.

Our Services

We offer integrated financial planning services that help you make sense of your financial affairs. Our services include investment management, financial planning, tax preparation, university plans, pension lump sum analysis, and community support. With our client portal, you can access your portfolio's daily value and year-to-date net rate of return. We provide transparent pricing and are dedicated to earning your trust every day. Our proactive investment management approach is designed to help you reach your financial goals, while our financial planning services start with a plan tailored to your retirement, investments, taxes, estate, education funding, or other objectives. Our tax experts can prepare your taxes and provide proactive tax planning strategies all year long to help minimize your tax bill.

At Vintage Financial Services, we understand that choosing a financial advisor can be a daunting task. That's why we have created a free checklist to help you learn what questions to ask and why, so that you can find an advisor that is right for you. Our commitment to our clients is unwavering, and we strive to provide the best advice and service possible.

Thank you for considering Vintage Financial Services. We look forward to the opportunity to work with you and help you achieve your financial goals.