Insights

Niche Focus Vineyard Financial specializes in retirement planning strategies, presenting an opportunity to offer advanced financial planning tools, client engagement platforms, or educational resources tailored for retirement-focused advisory firms.

Smaller Firm Dynamics As a small team with 0-1 employees and revenue under $10 million, Vineyard may benefit from scalable technology solutions such as CRM systems, compliance management, or outsourcing services to support growth without significant internal overhead.

Technology Integration Utilizing common tech stacks like MySQL, Shopify, and marketing tools indicates openness to digital solutions; potential sales avenues include cybersecurity, data analytics, or marketing automation to enhance client outreach and operational efficiency.

Regulatory Compliance As an independent, licensed financial advisory, Vineyard may require compliance management solutions, advisory support, or continuing education platforms to maintain its regulatory standards and licensing requirements.

Market Positioning Competing with firms like Delegate Advisors and HCR Wealth Advisors suggests opportunities to differentiate through niche services, targeted marketing tools, or investment analytics platforms that highlight personalized retirement planning expertise.

Vineyard Financial Tech Stack

Vineyard Financial uses 8 technology products and services including UserWay, cdnjs, OneTrust, and more. Explore Vineyard Financial's tech stack below.

  • UserWay
    Accessibility
  • cdnjs
    Content Delivery Network
  • OneTrust
    Cookie Compliance
  • MySQL
    Database
  • Shopify
    E-commerce
  • Priority Hints
    Performance
  • Google Tag Manager
    Tag Management
  • Facebook
    Widgets

Media & News

Vineyard Financial's Email Address Formats

Vineyard Financial uses at least 1 format(s):
Vineyard Financial Email FormatsExamplePercentage
First@vineyardfinancial.comJohn@vineyardfinancial.com
44%
FirstLast@vineyardfinancial.comJohnDoe@vineyardfinancial.com
8%
First.Last@vineyardfinancial.comJohn.Doe@vineyardfinancial.com
4%
First@vineyardfinancial.comJohn@vineyardfinancial.com
44%

Frequently Asked Questions

Where is Vineyard Financial's headquarters located?

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Vineyard Financial's main headquarters is located at 7412 Eagle Crest Blvd Evansville, IN 47715 United States. The company has employees across 1 continents, including North America.

What is Vineyard Financial's phone number?

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You can contact Vineyard Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Vineyard Financial's official website and social media links?

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Vineyard Financial's official website is vineyardfinancial.com and has social profiles on LinkedIn.

How much revenue does Vineyard Financial generate?

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As of May 2025, Vineyard Financial's annual revenue is estimated to be $3M.

What is Vineyard Financial's SIC code NAICS code?

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Vineyard Financial's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Vineyard Financial have currently?

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As of May 2025, Vineyard Financial has approximately 1 employees across 1 continents, including North America. Key team members include Chief Operations Officer: K. R.Owner: B. F.Investment Advisor: D. H.. Explore Vineyard Financial's employee directory with LeadIQ.

What industry does Vineyard Financial belong to?

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Vineyard Financial operates in the Financial Services industry.

What technology does Vineyard Financial use?

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Vineyard Financial's tech stack includes UserWaycdnjsOneTrustMySQLShopifyPriority HintsGoogle Tag ManagerFacebook.

What is Vineyard Financial's email format?

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Vineyard Financial's email format typically follows the pattern of First@vineyardfinancial.com. Find more Vineyard Financial email formats with LeadIQ.

Vineyard Financial

Financial ServicesIndiana, United States0-1 Employees

Commenting guidelines: http://www.vineyardfinancial.com/home/financial-wellness-resources/commenting-guidelines Vineyard Financial is an independent financial planning firm based in Evansville, IN. Our primary focus is retirement planning strategies. For over 30 years, the financial advisors and planners who lead Vineyard have provided their clients with in-depth industry knowledge and high degree of personal service. The common goal held by clients is to have confidence that their retirement savings will be strategically managed and allocated in a way that allows them to maintain their standard of living and enjoy a comfortable retirement. Brad Ford, our founder and President, says, “We recognize that our clients are able to fully enjoy their retirement when they are confident that they have their financial ‘ducks in a row’. Our philosophy is to ‘plan first, invest second’.” The independent status and multiple licenses held by Vineyard advisors, Brad Ford and Wayne Hentrup, give them the latitude and flexibility to design and implement a comprehensive retirement plan utilizing a full array of financial tools that help meet the needs of each individual client. Whether the goal is retirement income planning or wealth preservation, the Vineyard team helps clients find the appropriate balance between safe and risk accounts. As an integral part of the retirement planning process, we also advise our clients on strategies designed to maximize their Social Security benefits. Founded in Brad Ford’s hometown of Evansville, Indiana, Vineyard also has offices in Jasper, Indiana and Owensboro, Kentucky. Brad Ford and Wayne Hentrup are representatives of, and securities and advisory services are offered through, USA Financial Securities Corporation. Member FINRA and SIPC. Registered investment adviser. 6020 East Fulton Street, Ada, MI 49301. Vineyard Financial is not affiliated with USA Financial Securities.

Section iconCompany Overview

Headquarters
7412 Eagle Crest Blvd Evansville, IN 47715 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Vineyard Financial's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Vineyard Financial's revenue is estimated to be in the range of $1M$10M

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