Wesley Ford - Founder - Financial Advisor 

Wes entered the financial industry in 2013 with a clear perspective: even the most accomplished professionals can’t do it all alone. He helps busy clients navigate complex financial decisions, so their career success translates into long-term financial security.


That perspective was shaped by his grandfather, an accomplished innovator who developed a groundbreaking vaccine that revolutionized the safe transportation of cattle across the country. Despite his professional achievements, his grandfather faced financial setbacks in retirement—selling his business too early, coupled with losses from market downturns and concentrated investments. Wes believes that, with the guidance of a skilled financial advisor, many of these losses could have been avoided, serving as a powerful reminder that even highly successful individuals can encounter challenges without proper financial guidance.


Before founding Vineyard Financial NYC, Wes served as a Vice President, working with and advising financial advisors. In that role, he saw firsthand how many advisors were stretched too thin to provide the high level of service their clients deserved. This realization inspired Wes to establish Vineyard Financial NYC, a branch office of Vineyard Financial, focused on delivering personalized attention to a select group of clients.



Wes entered the financial industry in 2013 with a clear perspective: even the most accomplished professionals can’t do it all alone. He helps busy clients navigate complex financial decisions, so their career success translates into long-term financial security.


That perspective was shaped by his grandfather, an accomplished innovator who developed a groundbreaking vaccine that revolutionized the safe transportation of cattle across the country. Despite his professional achievements, his grandfather faced financial setbacks in retirement—selling his business too early, coupled with losses from market downturns and concentrated investments. Wes believes that, with the guidance of a skilled financial advisor, many of these losses could have been avoided, serving as a powerful reminder that even highly successful individuals can encounter challenges without proper financial guidance.


Before founding Vineyard Financial NYC, Wes served as a Vice President, working with and advising financial advisors. In that role, he saw firsthand how many advisors were stretched too thin to provide the high level of service their clients deserved. This realization inspired Wes to establish Vineyard Financial NYC, a branch office of Vineyard Financial, focused on delivering personalized attention to a select group of clients.



Wes entered the financial industry in 2013 with a clear perspective: even the most accomplished professionals can’t do it all alone. He helps busy clients navigate complex financial decisions, so their career success translates into long-term financial security.


That perspective was shaped by his grandfather, an accomplished innovator who developed a groundbreaking vaccine that revolutionized the safe transportation of cattle across the country. Despite his professional achievements, his grandfather faced financial setbacks in retirement—selling his business too early, coupled with losses from market downturns and concentrated investments. Wes believes that, with the guidance of a skilled financial advisor, many of these losses could have been avoided, serving as a powerful reminder that even highly successful individuals can encounter challenges without proper financial guidance.


Before founding Vineyard Financial NYC, Wes served as a Vice President, working with and advising financial advisors. In that role, he saw firsthand how many advisors were stretched too thin to provide the high level of service their clients deserved. This realization inspired Wes to establish Vineyard Financial NYC, a branch office of Vineyard Financial, focused on delivering 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

Collin Klemann

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: NY, FL, IN, KY.

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: NY, FL, IN, KY.

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: NY, FL, IN, KY.

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.