About Us
Are you financially prepared for retirement? Discover clarity with Vineyard Financial, where our team focuses on crafting personalized retirement plans that align with your unique goals and aspirations. As independent Investment Advisor Representatives (IARs), what sets us apart from others is our ability to offer a wide variety of options tailored to your specific financial journey, from income strategies to tax-efficient planning and much more.
Our Story & Mission
Brad Ford, President of Vineyard Financial, founded the firm, which embodies a legacy of dedication to simplifying the complexities of financial planning. With over 40 years of experience and a passion for empowering clients, our team is trusted and renowned for expert insights featured on prominent media platforms. Vineyard’s commitment to clarity and client-centric solutions ensures that every individual receives tailored strategies designed to navigate retirement with confidence.
At Vineyard Financial, we're dedicated to building enduring financial plans that reflect your values and protect your lifestyle throughout retirement. Our team is committed to providing personalized guidance and unwavering support at every step of your financial journey.
Our Vision
We aim to be your premier destination for straightforward retirement planning. You’ve worked your whole life and deserve your dream retirement. Our goal is to be your guide in protecting and preserving your wealth through the retirement journey.
Our Core Values
Rooted in Christian principles, our values of integrity, wisdom, and understanding guide every decision and interaction. We believe in building lasting relationships founded on trust, respect, and transparency.
"By wisdom a house is built, and through understanding it is established; through knowledge its rooms are filled with rare and beautiful treasures." - Proverbs 24:3-4
Meet The Team
The team behind Vineyard Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Bradley Ford President
Brad has a long history of helping clients in or nearing retirement create plans designed to accumulate, protect, and preserve their wealth. As the leader of his firm, Brad leverages his knowledge and experience to create personalized financial strategies that address the unique needs and challenges that could arise in retirement.
Brad is a Registered Representative and Investment Advisor Representative of Madison Avenue Securities. He attended Western Kentucky University and the University of Southern Indiana.
Brad lives in Evansville, Indiana with his wife, Kathy. Together, they have four children. In his free time, Brad likes to spend time with friends and family and spoil his 7 grandchildren.
Jakub Hall Vice President / Lead Wealth Advisor
Jakub joined us in November of 2021. He graduated from the University of Evansville with a Bachelor of Science in Business Administration degree in Finance and Management.
Jakub is a Registered Representative and Investment Advisor Representative of Madison Avenue Securities. He’s Brad’s right-hand man, helping with all your investment needs.
Jakub has a passion for investments and personal finance and is eager to pass that knowledge on to you.
Brittany Craney Chief Marketing Officer
Brittany joined Vineyard Financial in August 2021 and quickly found her place in Marketing with her ability to connect with others. Brittany furthered her education by receiving her MBA, which provides a solid foundation in business strategy and leadership. Now as CMO, she oversees all company events and marketing efforts with careful attention to detail.
Her friendly personality helps create a welcoming environment, reflecting Vineyard Financial's dedication to assisting clients in planning for retirement. In her free time, she enjoys photography, weekend travels, and exploring quaint coffee shops.
Makenna Ochs
New Business Concierge
Austin Gilles
Client Services Coordinator
Tyler Hooper
Marketing Coordinator
Ethan Ziegler
Accounting Analyst
FAQ
We believe in transparency and fairness when it comes to our fee structure. We charge a fixed monthly advisory fee on managed accounts. We also offer diverse investment options with flexible fee structures to suit your financial preferences. For full disclosure on our fees, products, and services, please review our Form ADV and Form CRS.
While we don't prepare taxes, our service in tax planning is designed to optimize your retirement income strategy. Whether it's managing required minimum distributions (RMDs), exploring Roth conversions, or navigating complex tax scenarios, we're here to provide strategic guidance and connect you with qualified tax professionals when needed.
Our advisors are Investment Advisor Representatives who work under the fiduciary standard, putting the interests of our client first.
Our firm does not offer tax or legal advice. Consult your tax or legal advisor.
Ready to Take
The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.