Vintage Financial Partners | Bethesda Magazine

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Vintage Financial Partners

600 Jefferson Plaza, Suite 316

North Bethesda

20852

240-558-9001

http://www.vintagefinancialpartners.com/

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and Vintage Financial Partners are separate entities from LPL Financial.

What do you find most satisfying about your job?

We believe in challenging the status quo and thinking differently during every client interaction. We base our advice on the principles of financial planning, crafting a responsible timeline and outlook aligned with each client’s unique circumstances. We’re most satisfied when, knowing that we have helped them cultivate a financially confident lifestyle, our clients are able to live the life they have dreamed of.

What makes your client experience unique?

At our core, Vintage Financial is about relationships, honoring the days when they were strong and based on trust. Before we sit down with someone, we look them in the eye and shake their hand. Our work is not about the next text, tweet, pic or post—it’s about really getting to know our clients and understanding what they need.

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