Vintage Financial Services, LLC logo

Vintage Financial Services, LLC Employee Directory

Financial ServicesMichigan, United States0-1 Employees

Vintage Financial Services, LLC is a U.S.-based firm operating in the financial services industry as an SEC-registered investment adviser. It offers fee-only investment management, financial planning, and tax preparation services to clients across the United States. Founded in 1985, the firm serves individuals who typically have at least $500,000 in investable assets and seek a secure retirement.
The company is located in Ann Arbor, Michigan, and operates with a small staff. In the broader financial services landscape, it functions as an SEC-registered, fee-only advisory practice serving individual clients nationwide.

Find Vintage Financial Services, LLC employees' phone numbers or email addresses

Vintage Financial Services, LLC Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Vintage Financial Services, LLC's Leadership

  • Stylized image of a person
    T. M.
    Chief Executive Officer & Chief Investment Officer
  • Stylized image of a person
    C. M.
    Owner
  • Stylized image of a person
    J. R.
    Partner, Head Of Private Investments
  • Stylized image of a person
    G. S.
    Operations Vice President
  • Stylized image of a person
    B. H.
    Managing Director
  • Stylized image of a person
    N. B.
    Administrative Assistant

Vintage Financial Services, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Administrative
  • Analytics
  • Other

Contact profiles from Vintage Financial Services, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. M.
    Owner
    Oct 22, 2024
  • Stylized image of a person
    J. R.
    Partner, Head Of Private Investments
    Oct 23, 2024
  • Stylized image of a person
    T. M.
    Chief Executive Officer & Chief Investment Officer
    Oct 16, 2024
  • Stylized image of a person
    G. S.
    Operations Vice President
    Oct 17, 2024
  • Stylized image of a person
    B. H.
    Managing Director
    Oct 21, 2024
  • Stylized image of a person
    N. B.
    Administrative Assistant
    Oct 16, 2024

Frequently Asked Questions

What is Vintage Financial Services, LLC known for?

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Vintage Financial Services, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Vintage Financial Services, LLC's company overview page for more information.

What is Vintage Financial Services, LLC's most common email format?

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Vintage Financial Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vintage Financial Services, LLC email formats with LeadIQ.

How many employees does Vintage Financial Services, LLC have currently?

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Vintage Financial Services, LLC has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Vintage Financial Services, LLC's key employees and leadership?

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As of July 2026, Vintage Financial Services, LLC's key employees include:

  • Chief Executive Officer & Chief Investment Officer: T. M.
  • Owner: C. M.
  • Partner, Head Of Private Investments: J. R.
  • Operations Vice President: G. S.
  • Managing Director: B. H.

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