Insights

Retirement Planning Focus Vineyard Financial specializes in retirement planning strategies, demonstrating a targeted approach to assisting clients in managing their retirement savings effectively. This emphasis opens doors for engaging individuals seeking to secure their financial future post-retirement.

Custom Comprehensive Plans With advisors capable of designing and implementing individualized retirement plans by leveraging a variety of financial tools, Vineyard Financial stands out in offering tailored solutions. This customization provides a prime opportunity to engage clients looking for personalized financial strategies.

Geographic Expansion Potential Having offices in multiple locations such as Evansville, Jasper, and Owensboro presents potential for geographic expansion and client reach. Expanding to more locations could unlock new markets and attract clients seeking local financial advisory services.

Well-Established Reputation Operating for over 30 years and being led by experienced professionals like Brad Ford and Wayne Hentrup, Vineyard Financial boasts a strong industry reputation. Leveraging this credibility can enhance trust with clients seeking established and reliable financial advisors.

Opportunity for Social Security Optimization By providing advice on maximizing Social Security benefits as part of the retirement planning process, Vineyard Financial addresses a crucial aspect often overlooked. This advisory service can appeal to individuals seeking holistic financial planning, creating opportunities for engagement and tailored advice.

Vineyard Financial Tech Stack

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

  • UserWay
    Accessibility
  • cdnjs
    Content Delivery Network
  • Shopify
    E-commerce
  • Font Awesome
    Font Scripts
  • Glyphicons
    Font Scripts
  • Liquid Web
    Platform As A Service
  • X-XSS-Protection
    Security
  • 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 March 2025, Vineyard Financial's annual revenue reached $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 523920 - Portfolio Management.

How many employees does Vineyard Financial have currently?

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As of March 2025, Vineyard Financial has approximately 1 employees across 1 continents, including North America. Key team members include Chief Operations Officer: K. R.Chief Operations Officer: K. R.President: B. F.. 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 UserWaycdnjsShopifyFont AwesomeGlyphiconsLiquid WebX-XSS-ProtectionFacebook.

What is Vineyard Financial's email format?

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

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
523920 - Portfolio Management
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    Vineyard Financial's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Vineyard Financial's revenue is in the range of $10M

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