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Vintage Financial Partners

Vintage Financial Partners

(240) 283-7879

About Us - Vintage Financial Partners

Our Journey: Rooted in Community and Expertise 

At Vintage Financial Partners, our story is not just about financial planning; it's about a shared vision, enduring partnerships, and a commitment to excellence. It all began in the early 2000s, within the walls of a local small community bank in the Washington DC metro area. This is where our founding partners - Jordan, Jason, and Brian - first crossed paths, sparking a professional journey that would lay the foundation for what Vintage Financial Partners is today.

As young financial advisors, our founders quickly recognized the value of trust, personalized advice, and deep-rooted industry knowledge. Their early experiences in wealth management paved the way for them to become certified financial planners, a designation that speaks to their dedication and expertise.

Evolving with the Industry

Significant milestones have marked our journey through the financial landscape. During our early days, we were affiliated with UVest Financial Services. This affiliation was a steppingstone that led us to LPL Financial following UVest’s acquisition in 2006. Our alignment with LPL Financial, the largest independent broker-dealer in the United States*, has been a cornerstone of our growth and independence.

Throughout our evolution, from our origins in a community bank to our current status as truly independent entrepreneurs, one thing has remained constant: our commitment to our clients. The financial industry has seen many changes, but our core focus has always been building lasting partnerships and delivering exceptional financial advice.

Our Strategic Alliance: The Heart of Our Business

The essence of Vintage Financial Partners lies in the relationships we've nurtured over the years. Our association with LPL Financial enhances our ability to provide comprehensive and collaborative advice. More importantly, the bonds we have formed with our clients and their families are at the heart of everything we do. We believe in growing together, celebrating milestones, and navigating challenges as a team.

Vintage Financial Partners: A Story of Growth and Collaboration

Since officially opening our doors in February 2016, Vintage Financial Partners has seen remarkable growth. This growth is not just in assets managed or services offered but in our clients' confidence in us. We understand that choosing a financial planner is a significant decision, and we are honored to be the chosen advisors for so many families and individuals.

As we look to the future, we remain committed to our core values of integrity, transparency, and unparalleled service. We are more than financial planners; we are partners in your financial journey, dedicated to helping you pursue your dreams and secure your legacy.

Welcome to Vintage Financial Partners – where your financial future is our enduring commitment.

*As reported by Financial Planning magazine, 1996-2023, based on total revenue.