Vintage Financial Partners
Financial Services • 
North Bethesda, Maryland, United States • 11-20 Employees
Company overview
| Headquarters | 5870 Hubbard Dr, North Bethesda, Maryland 20852, US |
| Phone number | +12402837879 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Exit Planning, Financial Planning, Business Advisory Services, Retirement Income Planning, Estate Planning And Wealth Transfer, Business Value Creation |
| Founded | 2016 |
| Employees | 11-20 |
| Socials |
Key Contacts at Vintage Financial Partners
Anna Squier
Director Of Operations
Catherine Simons
Director Of First Impressions
Vintage Financial Partners Email Formats
Vintage Financial Partners uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@vintagefp.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@vintagefp.com | 100% |
About Vintage Financial Partners
Meet Vintage Financial Partners It’s only original once. That’s why we believe your financial journey deserves a uniquely tailored approach—one rooted in expertise, intention, and timeless values. At Vintage Financial Partners, we are a fully integrated team of financial professionals committed to delivering exceptional experiences for the clients we serve. As a comprehensive wealth services firm, we specialize in supporting business owners, affluent families, and entrepreneurs across the Mid-Atlantic region and beyond. Our approach is holistic and deeply collaborative. Every client relationship is managed with care, strategy, and insight—guided by a team of credentialed professionals holding designations such as Certified Financial Planner™ (CFP®), Certified Investment Management Analyst™ (CIMA®), and Certified Exit Planning Advisor™ (CEPA®). When you work with us, you're not hiring a single advisor—you’re gaining the full strength, depth, and commitment of an experienced ensemble. With offices strategically located from Ashburn, Virginia to Annapolis, Maryland—and the technology to work with clients nationwide—we ensure your experience is seamless, personalized, and enduring. Because at Vintage, we understand that when something is truly original, it’s worth preserving. Securities and advisory services are offered through LPL Financial, Member FINRA/ SIPC www.sipc.org. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.VintageFinancialPartners.com
Vintage Financial Partners revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Vintage Financial Partners has 7 employees across 4 departments.
Departments
Number of employees
Funding Data
Vintage Financial Partners has never raised funding before.
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