Nationally Recognized. Client Focused.
Vintage Financial Group is honored to be recognized by Forbes, with Pat Ricketts named a Best-In-State Wealth Advisor.
While recognition is meaningful, our focus remains the same: delivering a high level of service, thoughtful planning, and a client-first experience for every relationship we serve.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Client Champion
As advisors, our fundamental value of Client Champion drives us to prioritize our clients.
Personalized "Wow"
Our transformative core value is to craft individualized interactions that surpass expectations.
Team Adaptability
Our commitment to Team Adaptability reflects our ability to embrace change as an opportunity for growth.
Employee Ownership Mentality
Our guiding principle of Employee Ownership Mentality emphasizes the belief that individual ownership, responsibility, and commitment to our collective vision lead to unparalleled achievement.
Embrace Change
We are committed to Embracing Change and delivering a service that surpasses expectations.
Team Community Involvement
Through Community Involvement, we actively give back to the communities that have supported us.