“We are more than financial planners; we are partners in your financial journey, dedicated to helping you pursue your dreams and secure your legacy.”
5870 Hubbard Drive
Rockville, MD 20852
240-283-7879
www.vintagefp.com
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Q: Tell us a bit about Vintage Financial Partners.
A: We are an ensemble practice of Certified Financial Planners with decades of experience serving Montgomery County. We are a team of caring and knowledgeable professionals on a mission to make the complex simple. That means approaching everything we do with transparency, trust and value. We lead with relationships, building trust and demonstrating true care for the individual and the family as we work together on their goals.
Q: What services do you provide?
A: 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 stand side-by-side with our clients as they navigate their whole financial picture.
Q: What makes your client experience unique?
A: We understand that our clients’ goals and objectives are completely unique, and we’re passionate about helping them discover and pursue their desired outcomes. Our goal is to be their most trusted advisor by sharing our professional knowledge, transparent insights and personalized investment management services with them and their families.
Q: What is your “second opinion service”?
A: We extend an offer to review your current financial plan as it aligns with your goals. If your current financial plan is on track, we will let you know. If some minor adjustments should be made, we will offer that suggestion. If significant improvements are needed, we will offer our services.
