Our Commitment To You

Quality of Service

You are entitled to a high level of proactive, courteous service from all associates at Vintage Financial Partners.

Trusted Advisors

You have the right to work with a trustworthy, dependable, independent Wealth Advisor focused on your journey. Your Wealth Advisor will develop a personal relationship with you through insightful communication, highlighting our core beliefs, investment outlook, and management philosophy. Your Wealth Advisor will present portfolio reviews annually or as often as necessary, and be available to answer the questions that matter to you as they arise.

Advice & Guidance

You have the right to independent and objective advice based upon your defined needs, risk tolerances and goals. Through holistic wealth planning, your needs are clearly defined and constantly monitored.

Confidentiality

You have the right to the strictest level of confidentiality with information provided to Vintage Financial Partners. We will protect all information to the highest standards outlined by the SEC, FINRA, state and regulatory agencies.

Transparency

You have the right to a transparent relationship and to clearly know the costs for portfolio management, transactions and advisory services. All communications with Vintage Financial Partners strive to be clear and concise. If you have a question, it is our duty to answer it for you in an understandable way.

Prompt Response

You have the right to a prompt response from Vintage Financial Partners. We commit to returning calls by the end of each business days and responding to emails within 24 hours. Should a request require additional research, our team will set a clearly defined time frame for a reply.

Education

You have the right to continual education along your journey with Vintage Financial Partners. Through education, our team will project reasonable expectations and achievable scenarios in the development and constant monitoring of your wealth plan.