Wesley Ford - Founder - Financial Advisor 

Wes's journey into the financial industry began in 2013, influenced by his grandfather's pioneering work in developing a groundbreaking vaccine that revolutionized the safe transportation of cattle across the nation. This innovation ensured that cows and hogs could be transported without the risk of illness. Inspired by his grandfather's problem-solving spirit, Wes was drawn to the financial world.


However, his grandfather's retirement brought unexpected challenges. Significant financial losses, caused by a stock market downturn and large investments in Florida real estate, deeply impacted his grandfather’s retirement. Wes believes that with the guidance of a skilled financial advisor, these losses could have been mitigated.


Prior to founding Vineyard Financial NYC, Wes served as a Vice President, advising financial advisors on how to prevent common financial pitfalls for their clients. During this time, he noticed that many advisors were overwhelmed by the sheer volume of cases, making it difficult to provide the high level of service their clients deserved. This realization led Wes to establish Vineyard Financial NYC, a branch of Vineyard Financial, dedicated to offering personalized attention to a select group of clients.

Wes's journey into the financial industry began in 2013, influenced by his grandfather's pioneering work in developing a groundbreaking vaccine that revolutionized the safe transportation of cattle across the nation. This innovation ensured that cows and hogs could be transported without the risk of illness. Inspired by his grandfather's problem-solving spirit, Wes was drawn to the financial world.


However, his grandfather's retirement brought unexpected challenges. Significant financial losses, caused by a stock market downturn and large investments in Florida real estate, deeply impacted his grandfather’s retirement. Wes believes that with the guidance of a skilled financial advisor, these losses could have been mitigated.


Prior to founding Vineyard Financial NYC, Wes served as a Vice President, advising financial advisors on how to prevent common financial pitfalls for their clients. During this time, he noticed that many advisors were overwhelmed by the sheer volume of cases, making it difficult to provide the high level of service their clients deserved. This realization led Wes to establish Vineyard Financial NYC, a branch of Vineyard Financial, dedicated to offering personalized attention to a select group of clients.

Wes's journey into the financial industry began in 2013, influenced by his grandfather's pioneering work in developing a groundbreaking vaccine that revolutionized the safe transportation of cattle across the nation. This innovation ensured that cows and hogs could be transported without the risk of illness. Inspired by his grandfather's problem-solving spirit, Wes was drawn to the financial world.


However, his grandfather's retirement brought unexpected challenges. Significant financial losses, caused by a stock market downturn and large investments in Florida real estate, deeply impacted his grandfather’s retirement. Wes believes that with the guidance of a skilled financial advisor, these losses could have been mitigated.


Prior to founding Vineyard Financial NYC, Wes served as a Vice President, advising financial advisors on how to prevent common financial pitfalls for their clients. During this time, he noticed that many advisors were overwhelmed by the sheer volume of cases, making it difficult to provide the high level of service their clients deserved. This realization led Wes to establish Vineyard Financial NYC, a branch of Vineyard Financial, dedicated to offering personalized attention to a select group of clients.

Meet Our Team

Jakub Hall

Wealth Management Associate

812-474-6200

Austin Gilles

Client Service Associate

812-474-6200

Makenna Ochs

New Business Concierge

812-474-6200

Ready to shape your financial future?

Let's create a personalized wealth strategy together. Act now to help secure your tomorrow!

Ready to shape your financial future?

Let's create a personalized wealth strategy together. Act now to help secure your tomorrow!

Ready to shape your financial future?

Let's create a personalized wealth strategy together. Act now to help secure your tomorrow!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products tailored to their needs and objectives.

Securities and advisory services are offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial NYC and MAS are not affiliated entities.

Licensed to sell securities in the following states: FL, IN, KY, NY.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.

© Vineyard Financial 2024. All rights reserved.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products tailored to their needs and objectives.

Securities and advisory services are offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial NYC and MAS are not affiliated entities.

Licensed to sell securities in the following states: FL, IN, KY, NY.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.

© Vineyard Financial 2024. All rights reserved.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products tailored to their needs and objectives.

Securities and advisory services are offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial NYC and MAS are not affiliated entities.

Licensed to sell securities in the following states: FL, IN, KY, NY.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.

© Vineyard Financial 2024. All rights reserved.