Brian Oettinger CFP®, CIMA®
Managing Partner | Financial Advisor
I help business owners and families turn financial complexity into clarity—especially during life’s biggest transitions, like retirement, business exits, inheritance, or the loss of a loved one.
At Vintage Financial, we operate using an ensemble model—which means you’re not just hiring me, you’re gaining the strength of an experienced team. Our clients appreciate knowing there’s continuity, collaboration, and depth behind every recommendation. We believe financial advice works best when it’s not just one advisor trying to wear every hat—but a coordinated, credentialed group that plays to their strengths.
Estate planning is one of mine.
Over the years, I’ve worked closely with attorneys, CPAs, and families to navigate multi-generational wealth, trusts, tax efficiency, and charitable legacies. We don’t just “check the box” with an estate plan—we help make sure your documents align with your values, your goals, and the financial strategy behind them. Because a great estate plan isn’t just about what you leave behind. It’s about how you leave it.
Before launching Vintage, I began my career at Merrill Lynch but left the corporate world to build a firm focused on transparency, planning, and purpose. My values come from my parents—a fire chief and a nurse—who taught me that service should come before self-interest.
I hold the CFP® and CIMA® designations, with advanced training from Georgetown University and the Wharton School. My work has been featured in Financial Advisor Magazine and Barron’s, but clients don’t come to us because of credentials or headlines. They come to us because they want straight answers, real expertise, and a team that shows up—especially when life gets complicated.
Outside of work, I love being off the grid—off-roading, offshore fishing, or cheering on the Commanders (don’t judge). I live in Bethesda and am grateful to lead a firm that still believes in old-school values: Show up. Tell the truth. Put the client first.
If you’re looking for a partner—not just a planner—we should talk.