We are more than financial planners. We are partners in your financial journey, dedicated to helping you pursue your dreams and secure your legacy.
Q: Tell us a bit about Vintage Financial Partners.
A: We are a team of Certified Financial Planners with decades of experience serving families in D.C., Maryland and Virginia. Two years ago, we significantly expanded our presence in the Northern Virginia area and opened our Ashburn office. Our approach is to lead with relationships, build trust and demonstrate true care for each individual and family as we work together on their goals.
Q: What sets you apart from other wealth management firms?
A: We are proud to offer a true ensemble practice for the benefit of all of our clients. When you work with Vintage, you gain access to the depth and breadth of our entire team of professionals for generations to come. We serve our clients with extensive financial planning services, specializing in wealth management for business owners, retirees, parents of college students and more. We understand that our clients’ goals and objectives are completely unique, and we’re passionate about helping them discover and pursue their desired outcomes. Our goal is to be their most trusted advisor by sharing our professional knowledge, transparent insights and personalized investment management services with them and their families.
Q: What is your “second opinion service”?
A: We extend an offer to review your current financial plan to determine if it aligns with your goals. If your current financial plan is on track, we will let you know. If some minor adjustments should be made, we will offer that suggestion. If significant improvements are needed, we will offer our services.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.