Integrated
Financial Strategies

For You, Your Family, & Your Business

Your Financial Health. Our Team Of Experts.

AN EXCELLENT PAIRING.

Vineyard Financial Partners help create a sense of security and peace of mind for you, your family, and your business. With our suite of financial services and dedicated team by your side, we will help you plan and realize your financial goals and dreams.

At Vineyard Financial, we take an integrated approach to your future. By looking at your whole financial portfolio, including insurance, accounting, and outcome planning, we determine the best course of action for you as a cohesive unit.

OUR TEAM

Vineyard Financial Partners prides itself on its down-to-earth and amicable approach. However, that doesn’t mean you won’t find exceptional professionalism and refinement. Our group knows how to speak to clients about sophisticated financial services in easy to understand language. What sets us apart from the pack is our deep compassion and devotion to acting honorably and ensuring our clients receive only the best advice and service.

Vineyard Financial Partners

OUR PARTNERS

Scott Brumley, Vineyard Financial Partners

SCOTT BRUMLEY, CPA

scott@vineyardfp.com

Scott has owned a CPA firm for 37 years. He says, “You must constantly learn in this industry to give your clients the best advice. Not a month goes by that I do not learn something new, and this has allowed me to accumulate a vast…

…wealth of knowledge and experience over the past decades.”

Scott has served on the boards of the Huntersville Chamber of Commerce and Charlotte Mecklenburg Scholastic Chess Association. He also performed the duties as treasurers of the North Carolina Junior Olympic Wrestling Association, North Meck Soccer Club, and numerous PTAs and Booster Clubs. Additionally, Scott served as the webmaster for the 2000 National High School Chess Championship. Scott also was the Chairperson of Finance and Stewardship at his church.

An early adopter of technology, Scott was featured in a PC Magazine article in the 1980s about a tax software program he wrote. Additionally, he developed a community website in the 1990s that was recognized as a top-25 internet community website in the country by the National Center for Supercomputing Applications.

Scott enjoys traveling to foreign countries, experiencing new cuisines and cultures. But mostly, he takes pleasure in visiting his six adult children and ten grandchildren who live in various states.

Darcy Ridge, Vineyard Financial Partners

DARCY RIDGE

darcy@vineyardfp.com

After graduating in 2002 from the University of North Carolina in Chapel Hill, Darcy worked in the insurance industry before joining Mike and Scott to launch Vineyard Financial Partners. Darcy’s passion is working with small business…

…owners, women in business, and clients approaching retirement. She enjoys educating and assisting them in protecting their assets, maximizing their cash flow, and achieving financial security for their retirement years. She holds licenses in Life, Health, and Annuities. Darcy and her husband Brandon enjoy traveling, camping with their travel trailer, boating on Lake Norman, and cheering on their sons, Jackson and Evan, at basketball games.

Darcy Ridge is not an Investment Advisor Representative.

Mike Sherman, Vineyard Financial Partners

MIKE SHERMAN, CPA, CFP®, CPFA, CDFA™

mike@vineyardfp.com

Mike is a lifelong learner who has more than ten years of experience in the financial planning field. Following the tragic loss of his mother at a young age, he knew financial planning was the career path he wanted to pursue. Mike…

…strives to be a positive force for his clients and helps them take an active role in all areas of their financial lives.

When not at the office, Mike enjoys traveling, attending sporting events, and working out. He also volunteers at Experience Camps, a camp for children who have lost a primary caregiver. Mike also is a former board member of the Cornelius Cultural Arts Group.

OUR SERVICES

INSURANCE

  • Life
  • Buy-Sell
  • Home, Auto, and Umbrella
  • Key Person
  • Business Evaluation
  • Long-Term Care
  • Disability

Insurance services are offered through Vineyard Insurance, LLC, an affiliate of Vineyard Financial Partners, LLC. Vineyard Insurance and its representatives when providing advice related to insurance services and products are separate from fiduciary services provided by Vineyard Financial Partners.

TAX

  • Preparation
  • Planning
  • Resolution of Tax Notices
  • Audit Representation
  • Cost Segregation Study
  • Tax Credit Discovery

Tax services are offered through Vineyard Tax, LLC, an affiliate of Vineyard Financial Partners, LLC. Vineyard Tax and its representatives when providing advice related to tax services are separate from fiduciary services provided by Vineyard Financial Partners.

WEALTH MANAGEMENT

  • Financial Planning
  • Investment Advisory
  • Retirement Planning
  • Business Transition Planning
  • Estate Planning
  • Equity Compensation Planning
  • Retirement Plan Advisory
  • Divorce and Separation Support

Wealth Management services are offered through Vineyard Financial Partners, a fiduciary and registered investment advisor (RIA). Advisory services are rendered solely through the RIA and its registered investment advisor representatives. Recommendations of any insurance products, tax strategies or accounting services are offered only through Vineyard Financial Partners separate affiliated entities.

ACCOUNTING

  • Quickbooks Online
  • Payroll
  • 1099 Compliance
  • Sales Tax Compliance
  • Property Tax Compliance
  • Annual Report Compliance
  • Workers’ Compensation Audits

Accounting services are offered through Vineyard Accounting, LLC, an affiliate of Vineyard Financial Partners, LLC. Vineyard Accounting and its representatives when providing advice related to accounting services are separate from fiduciary services provided by Vineyard Financial Partners.

CONTACT US