Appreciate that Jason and Jordan always take their time when meeting with us to review our portfolio. We never feel rushed and they seem genuinely interested in our lives and future. They tailor our risk/reward profile to meet our needs. We actually look forward to our meetings.
March 2025
Vintage Financial has been great! They have responded quickly when needed and are always there for questions. They support me financially while taking into consideration my short term and long-term needs. Truly wonderful
December 2024
Took the time to listen and get to know me. I feel confident with the advice given
Vintage Financial Partners is an extensive wealth management company specializing in financial planning for business owners, wealthy families, and pre-retirees in the Mid-Atlantic region. Our approach allows our team members to focus on the niche needs of your holistic financial lifecycle. The professionals assigned to you and your family are educated to a level far beyond the industry average. They hold professional designations such as Certified Financial Planner™, Certified Investment Management Analyst™, Chartered Financial Analyst™, and Certified Exit Planning Advisor™. When you hire our team to assist you in your financial planning needs, you hire our company, not an individual.
