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(240) 283-7879

Second-Opinion Service

Second-Opinion Service

For our valued clients, we extend our second-opinion service for your family members, friends and associates. 

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WE WORK FOR YOU 

WE WORK FOR YOU 

Our team is on a mission to make the complex simple. That means transparency, trust and true value in everything we do.

We serve our clients with extensive financial planning services, specializing in wealth management for business owners, retirees, parents of college students and more. We also offer retirement income planning, trust services, legacy planning and more.

We understand that your goals and objectives are completely unique, and we’re passionate about helping you discover and pursue your desired outcomes. Our goal is to be your most trusted financial advisor by sharing our professional knowledge, transparent insight, integrity and personalized investment management service with you.

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A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

Our Process

We create strategies that are tailored to your needs and goals. 

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Our Goals

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours daily.

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WHAT OUR TEAM HAS TO SAY


  • “It’s my goal to make sure every client feels heard and understood.”

    - Jordan Kraus

    Partner | Wealth Advisor

  • “We put our clients’ interests first and are honest about what they can expect.”

    - Jason Cohen

    Partner | Wealth Advisor

  • "At Vintage Financial Partners, we believe in creating a financial journey that's as unique as each client we serve. Personalization is at the heart of everything we do."

    - Brian Oettinger

    Partner | Wealth Advisor

  • "Integrity and transparency aren't just words to us; they're the principles guiding every decision we make, ensuring our clients always receive honest and straightforward advice."

    - Andrew Seested

    Partner | Wealth Advisor

  • “We're more than financial advisors; we're partners in your financial well-being. Our team is dedicated to ensuring your confidence and understanding in all fiscal matters."

    - Scott Friberg

    Partner | Wealth Advisor

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