Founded in 2012, Vineyard Financial Partners, LLC is an independent, fee-only financial planning and wealth management firm. As a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission (SEC), the company operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their services encompass comprehensive financial planning, investment management, retirement planning, estate planning, and insurance analysis, aiming to provide clients with a clear and disciplined path toward their financial goals.

Founded in

United States