Our Financial Planning Approach


Vested Financial was designed to provide each client with access to the expertise and resources you would expect to receive from a large, national institutional firm. Our clients receive client focused planning advice that is unbiased and objective, with a  personal service that can only come from an independent boutique firm.  Our company structure provides each client with the highest level of individual attention, while also providing access to appropriate, customized and well thought out financial solutions.

Your needs, goals and outcomes must first be identified, understood and clearly outlined. This requires active listening that will then lead to the development of a customized wealth management strategy. By building a partnership with each client that is first based on understanding each individual’s wants and needs, only then can one’s financial objectives be addressed in an effort to meet each client’s highest level of satisfaction.

The feeling of being well served is something that our clients have come to expect. This level of service begins with active communication and commitment to meeting your wealth management service needs on your terms, and as you desire. By clearly understanding your expectations, wants and needs, we can then customize a structure to continually strive to exceed your expectations for the service you have likely forgotten was possible.

Sound financial management includes meeting the needs of multiple generations of those you love and are responsible for providing for their needs. To best provide a comprehensive and appropriate financial management strategy for each client, we work in tandem with the existing relationships client’s have with their other advisors including their accountants, attorneys, and estate planners. For clients that are wanting to build a new team, we have aligned with some of the industry leading experts.

Frequent communication and full access to your advisor is what you can expect. By maintaining an open office you will have access to us as you need. Our weekly market updates and quarterly statements provide written communication that is intended to compliment our phone and in person meetings. Through regularly speaking with our clients, we can better learn how to meet your needs while also inquiring about any changes that may affect your financial needs.