Vintage Financial Services

At Vintage, our focus is on helping individuals achieve and maintain financial independence. Our success over the years has put us in a position where we don't need to spend a lot of resources on attracting new clients. Our growth comes from the growth of our client's portfolios and the new clients they refer to us. And we also receive referrals from other professionals including accountants, attorneys, mortgage bankers and professional organizations. We're one of the few firms around that can handle ongoing investment management of your employer sponsored 401(k) or similar plan, prepare your income taxes, and will always work with you as a fiduciary. And we'll proactively review your tax planning, retirement planning and children's education funding every year. Our staff of four advisors have several advanced degrees including a Masters in Financial Services, a Masters in Accounting, three CFP licensees, a CPA and a NAPFA Registered Financial Advisor. And three of our advisors are currently pursuing additional designations. While we'd like to help everyone that seeks our help, we can't economically provide our high level of service to smaller clients with our fee only structure. As a result, we require a minimum investment portfolio of $250,000 which may be comprised of multiple accounts including 401(k), IRA, Roth, 403(b), joint or trust account balances. If you meet our minimum, we would love the opportunity to put our expertise to work on securing your financial future.