Exit Planning Institute - Find a CEPA

Vintage Financial Partners is a fully integrated team of financial professionals dedicated to collaborating and delivering exceptional outcomes for our clients. As a comprehensive wealth management firm, we specialize in serving business owners, affluent families, and pre-retirees across the Mid-Atlantic region.

Our approach is holistic and client-focused, ensuring that every stage of your financial journey is expertly managed. With a roster of highly credentialed professionals holding designations like Certified Financial Planner™ (CFP®), Certified Investment Management Analyst™ (CIMA®), Certified Exit Planning Advisor™ (CEPA®), and Chartered Financial Analyst® (CFA®), we bring a wealth of expertise to every relationship. When you partner with Vintage Financial Partners, you’re not just hiring one advisor—you’re accessing the full strength and knowledge of our entire team.

With offices strategically located from Winchester, Virginia, to Annapolis, Maryland, we are well-positioned to serve clients across the Washington, DC metro area and beyond.

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With offices strategically located from Winchester, Virginia, to Annapolis, Maryland, we are well-positioned to serve clients across the Washington, DC metro area and beyond.

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