The Power of Collaboration
Who We Are
At Vintage Financial Partners, our story is not just about financial planning; it's about a shared vision, enduring relationships, 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.
Keeping Communication At The Forefront
"Partner" is central to our identity. We operate as a cohesive team, helping ensure every client benefits from our collective expertise. We aim to be more than advisors; we strive to be key members of your financial team, collaborating with you, your family, and other professionals like attorneys and CPAs.
Our mission is to help you define and reach your vision of success. We offer personalized solutions tailored to your unique needs, drawing on our expertise in business succession, retirement planning, estate planning, risk management, and so much more.
Why Choose a Certified Financial Planner?
Financial planning is a dynamic process and your financial goals may evolve over the years. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Our Strategic Alliance with LPL
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. They are steadfast in their commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.
We've deliberately chosen to maintain our broker-dealer affiliation and the licenses that come with it to ensure we have the broadest possible range of tools and strategies to address diverse financial needs. Visit LPL's website to learn more.
Scott Friberg, CPA, CFP®, CFS, CEP®
Director of Business Strategy
