Business Details
41 Years
experience
Comprehensive Wealth Management in Ann Arbor, MI
Vintage Financial Services is a fee-only fiduciary advisory firm dedicated to providing comprehensive wealth management solutions. Since 1985, our team of certified professionals has specialized in financial planning, investment management, and tax preparation tailored to individual client needs. As part of Mercer Advisors, a nationally recognized wealth management firm, we combine local expertise with extensive resources to deliver personalized financial strategies.Our approach prioritizes transparency, with clear fee structures and daily portfolio visibility through our client portal. We serve clients across Washtenaw County and beyond, offering coordinated services spanning retirement planning, estate management, and proactive tax strategies. Our advisors hold prestigious credentials including CFP, CPA, and CIMA designations, ensuring clients receive expert guidance aligned with their long-term financial goals.
Services
Financial Planning
Investment Management
Tax Preparation
Retirement Planning
Estate Management
Tax-Loss Harvesting
Roth Conversions
Charitable Giving Strategies
Details
- Year established: 1985
Highlights and features
- We are SEC-registered fiduciaries working exclusively in your best interests
- Team includes CFP, CPA, and CIMA professionals with decades of combined experience
- Transparent fee structures and daily portfolio visibility through our client portal
- Integrated services spanning financial planning, investments, and proactive tax strategies
- Recognized as top wealth management team by Forbes and Barron's
Associations and certifications
- Securities and Exchange Commission (SEC)
What people say
Expert advisors
Personalized service
Transparent fees
Proactive planning
Services
Financial Planning
Our financial planning service creates customized roadmaps for retirement, education funding, and wealth preservation. We analyze your complete financial picture to develop strategies that coordinate investments, taxes, and estate planning. Clients receive ongoing updates through our digital portal showing real-time portfolio performance and retirement projections.
Investment Management
We implement tailored asset allocation strategies using low-cost ETFs and institutional funds. Our proactive approach adjusts portfolios based on market changes and client goals. We optimize investments across taxable and tax-deferred accounts while maintaining custody through trusted third-party institutions like Schwab and Raymond James.
Tax Preparation
Our CPA-led tax team provides comprehensive preparation and year-round planning. We coordinate tax strategies with investment decisions and estate plans to minimize liabilities. Services include retirement contribution optimization, charitable giving strategies, and tax-loss harvesting to enhance after-tax returns.
People
Ben Kautz
Executive Managing Director
Ben Kautz leads our advisory team with over 25 years of experience in wealth management. He specializes in retirement planning and portfolio strategy, holding CFP and CIMA certifications. Ben focuses on creating personalized solutions for high-net-worth clients across multiple locations.
Matthew R. Bohrer
Managing Director
Matthew Bohrer brings extensive expertise in financial planning and investment management. With dual CFP and CPA credentials, he helps clients coordinate complex tax situations with long-term wealth strategies. His practice emphasizes intergenerational wealth transfer and estate optimization.
Debbie Krone
Wealth Advisor
Debbie Krone specializes in comprehensive financial planning with dual CFP and CPA credentials. She focuses on helping clients achieve retirement goals through tax-efficient strategies. Her expertise includes divorce financial analysis and women's financial empowerment.
Questions
What makes Vintage Financial Services different from other advisors?
We're fee-only fiduciaries with combined credentials including CFP, CPA, and CIMA designations. Our integrated approach coordinates financial planning, investments, and tax strategies under one roof.
Do you work with clients outside Washtenaw County?
Yes, while based in Ann Arbor, we serve clients across Michigan and nationally through virtual meetings and our digital client portal.
How are your services priced?
We use transparent fee structures with no hidden costs. Investment management fees are based on portfolio size, while tax services are billed separately at standard rates.
What credentials do your advisors hold?
Our team includes Certified Financial Planners, Certified Public Accountants, CIMA professionals, and Certified Divorce Financial Analysts recognized by Forbes and Barron's.
Can you help with 401(k) management?
Yes, we integrate employer-sponsored plans into overall portfolios, optimize investment choices, and advise on in-service withdrawals or brokerage window options.
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