Vintage Financial Partners

What Vintage Financial Partners does

Vintage Financial Partners is a private wealth management and financial planning firm headquartered in Rockville, Maryland, with a second office in Ashburn, Virginia. Founded in the early 2000s by three partners who originally worked together at a community bank in the Washington DC metro area, the firm serves business owners, future and recent retirees, and generational families across the Mid-Atlantic region. The target client is high-net-worth, with planning packages scoped to individuals and families with net worth between $5 million and $30 million or more.

The firm delivers five integrated service lines: Business Owner Strategy, Estate Planning, Retirement Planning, Risk Analysis and Mitigation, and Investment Management. These services are bundled into three tiered planning packages — Explorer at $2,500 (under $5M / $10M net worth), Excursion at $7,500 ($5M-$15M / $10M-$30M), and Expedition at $15,000 ($15M+ / $30M+) — sold on multi-year contracts. The Vintage Process methodology structures engagements in three phases: Discovery, Collaborative Engagement, and Lifelong Partnership. Securities and investment advisory services are delivered through a strategic affiliation with LPL Financial (Nasdaq: LPLA), which provides broker-dealer infrastructure and product access. Supporting the core advisory work are seven topic-specific Resource Centers covering retirement, investment, estate, insurance, tax, money, and lifestyle topics, plus a client portal hosted at myaccountviewonline.com.

Revenue is generated from two streams: upfront planning package fees and recurring asset-based advisory fees on managed portfolios custodied through LPL. Distribution is direct and advisory-led, supplemented by referrals from attorneys and CPAs, content marketing, and community events. The team consists of 12 members, including three founding partners (Brian Oettinger, Jason Cohen, Jordan Kraus) and a recently added Equity Partner/Director of Operations (Anna Squier, January 2024) and Financial Advisor (Daniel Ronis, January 2025). Multiple team members hold CFP, CIMA, CPA, CEPA, CRPS, CLTC, and CFS credentials, and the firm was recognized in LPL Financial's 2024 Summit Club and through Managing Partner Brian Oettinger's selection to the LPL Ambassador Council.

Name

Vintage Financial Partners

Legal name

Vintage Financial Partners

Website

https://vintagefinancialpartners.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Vintage Financial Partners is a Mid-Atlantic wealth management and financial planning firm serving high-net-worth business owners, retirees, and generational families through tiered planning packages and LPL Financial-affiliated investment advisory services from offices in Maryland and Virginia.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Wealth management services
• Financial planning advisory
• Investment advisory services
• Retirement planning services
• Estate planning services

Headquarters

HQ city

Rockville

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Planning Fees: Tiered planning fees based on client net worth: Explorer ($2,500), Excursion ($7,500), and Expedition ($15,000). These are planning packages for individuals and families at different wealth levels, with services tailored to complexity of financial situations.
2. Securities and Investment Advisory Services: Securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer. The firm operates as an affiliated practice within the LPL broker-dealer network, providing investment management and related advisory services to clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Vintage Financial Partners is a private wealth management and financial planning firm serving high-net-worth individuals, business owners, and generational families across the Mid-Atlantic region. The firm delivers comprehensive financial planning across five integrated service lines: Business Owner Strategy, Estate Planning, Retirement Planning, Risk Analysis & Mitigation, and Investment Management. Services are packaged into three tiered planning engagements (Explorer at $2,500, Excursion at $7,500, Expedition at $15,000) segmented by client net worth, with securities and advisory services executed through an LPL Financial broker-dealer affiliation.

Product overview

Vintage Financial Partners is a wealth management and financial planning firm offering a unified suite of services centered on personalized financial planning. The core offering consists of five integrated service lines: Business Owner Strategy, Estate Planning, Retirement Planning, Risk Analysis & Mitigation, and Investment Management. These services are delivered through three tiered planning packages (Explorer at $2,500, Excursion at $7,500, and Expedition at $15,000) based on client wealth levels. The firm also provides extensive educational resources through topic-specific Resource Centers covering Retirement, Investment, Estate, Insurance, Tax, and Money topics, plus a Client Portal for account access. The planning-first approach uses the 'Vintage Process' methodology with three phases: Discovery, Collaborative Engagement, and Lifelong Partnership.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Owner Strategy
• Estate Planning
• Retirement Planning
• Risk Analysis & Mitigation
• Investment Management

Quantifiable outcome

• Planning packages designed for clients with $5M to $30M+ net worth, indicating focus on significant wealth scenarios

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• LPL FinancialcoreTechnology or IntegrationStrategic alliance with LPL Financial (Nasdaq: LPLA), a leading broker-dealer and registered investment advisor. Vintage Financial Partners maintains broker-dealer affiliation through LPL to access the broadest possible range of tools, strategies, and investment products to address diverse client financial needs. LPL operates on an advisor-centered model, supporting independent practices.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Mercer Advisors: National RIA focused on HHNW individuals and families with holistic financial planning, estate, and investment services, including acquired practices. Comparable ensemble-advisor model targeting similar client profiles.
• Corient: Pure-play UHNW/HNW RIA built through multiple practice acquisitions, providing consolidated investment, tax, estate, and planning services. Comparable HNW focus and ensemble team structure.
• Tolleson Wealth Management: Multi-family office providing customized wealth planning, investment management, and family office services to HNW/ultra-HNW families. Comparable high-touch, planning-first approach to generational wealth.
• Ronald Blue & Co. Faith-based, planning-first RIA serving HNW individuals and families with comprehensive financial, estate, and investment advisory services. Closely comparable planning-led, multi-office RIA model.
• Mariner Wealth Advisors: National RIA focused on HNW individuals, business owners, and ultra-HNW families with comprehensive financial planning, estate, and investment services. Comparable target client and service mix at materially larger scale.
• Creative Planning: Large, rapidly growing RIA offering unified financial planning, investment management, and tax services to HNW households and business owners nationwide. Comparable comprehensive planning-led value proposition.
• Carson Group: Large LPL-affiliated RIA using a coaching and ensemble-advisor model to serve HNW clients and business owners. Closely comparable business model, broker-dealer affiliation, and team-based advisory culture.

Broad incumbents

• Fisher Investments: Large, well-established investment management firm primarily serving HNW and institutional clients through portfolio management services. Comparable HNW client focus but with a portfolio-management-led rather than planning-led offering.

Regional players

• Brown Wealth Management: Mid-Atlantic–based RIA providing financial planning, investment management, and tax services to HNW households and business owners. Comparable regional footprint, planning-led offering, and client segments.
• Signature Estate Advisors: DC-area RIA serving HNW clients and business owners with comprehensive financial planning, tax, and investment services. Comparable Mid-Atlantic geography and ensemble advisory structure.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/vintageplanning

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Vintage Financial Partners