What departments does Vintage Financial Services, LLC have?

Vintage Financial Services, LLC has employees across 4 departments including Finance, Operations, Accounting, Human Resources.

What is the largest department at Vintage Financial Services, LLC?

The largest department at Vintage Financial Services, LLC is Finance with 5 employees.

Where are Vintage Financial Services, LLC employees located globally?

Vintage Financial Services, LLC has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Vintage Financial Services, LLC's team size changed over time?

Vintage Financial Services, LLC's team has decreased from approximately 7 to 3 employees based on available data.

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.

Vintage Financial Services, LLC Global Highlights

North America
17

United States Of America
17

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Vintage Financial Services, LLC's Leadership

T. M.
Chief Executive Officer & Chief Investment Officer
Mobile Phone
Email
C. M.
Owner
Mobile Phone
Email
J. R.
Partner, Head Of Private Investments
Mobile Phone
Email
G. S.
Operations Vice President
Mobile Phone
Email
B. H.
Managing Director
Mobile Phone
Email
E. J. O.
Lead Financial Planner
Mobile Phone
Email
T. W.
Senior Financial Planner
Mobile Phone
Email
M. S.
Financial Planner
Mobile Phone
Email

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 Info

Location

Last Update

J. M.
Bookkeeper, Human Resource
Mobile Phone
Email
United StatesMichigan
Apr 23, 2025
N. B.
Administrative Assistant
Mobile Phone
Email
Oct 16, 2024
T. P.
Private Weath Advisor
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
T. P.
Private Weath Advisor
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
F. M.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Vintage Financial Services, LLC known for?

Vintage Financial Services, LLC operates in the Financial Services industry. The company's main headquarters is located in 2373 Oak Valley Drive Suite 110 Ann Arbor, Michigan 48103 United States; you can contact the main corporate office by phone at

+1-734-668-****

. Explore Vintage Financial Services, LLC's company overview page for more information.

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

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?

Vintage Financial Services, LLC has approximately 1 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

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

As of February 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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Vintage Financial Services, LLC Employee Directory

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