Vintage Financial Group is a client-focused financial advisory firm based in Omaha, Nebraska, specializing in personalized wealth management services. Founded by Patrick M. Ricketts, MBA, AIF®, CPWA®, CFP®, and Mindy S. Helfrich, CDFA®, the firm has a combined experience exceeding four decades in the financial services industry.

They offer a comprehensive range of services, including retirement planning, investment management, estate planning, insurance, tax strategies, and lifestyle-focused financial guidance. Their approach is deeply rooted in understanding each client’s unique values and aspirations, ensuring that financial strategies are tailored to support long-term goals.

Vintage Financial Group prides itself on its core values: Client Champion, Personalized “Wow,” Team Adaptability, Employee Ownership Mentality, Embrace Change, and Team Community Involvement. These principles drive their commitment to delivering exceptional service and fostering lasting relationships with clients.

The firm operates as an independent entity affiliated with LPL Financial, providing access to a broad array of financial products and services. For more information or to schedule a consultation, visit their official website: vintagefinancialgroup.com.​