Paid non-client endorsement.
All investing is subject to risk, including the possible loss of the money you invest.
Vanguard is client-owned. As a client-owner, you own the funds that own Vanguard.
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The value of a dedicated advisor
When you choose Personal Advisor Select, you're getting more than just financial advice. You're getting a relationship, a dedicated partner who understands where you're coming from and where you want to go in your financial life.
An experienced CFP who works only for you and your goals, not for a commission. Someone who's by your side during market highs and lows to offer coaching and guidance during emotionally charged moments. Someone who knows your story and will make sure your financial plan keeps up when the story changes. Someone who's on the journey with you-- a journey that can start today.
Important information:
All investing is subject to risk, including the possible loss of the money you invest.
Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.
CFA® is a registered trademark owned by CFA Institute. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
© 2022 The Vanguard Group, Inc. All rights reserved.
MEET OUR ADVISORS
As a financial advisor, I know it’s not just your money that’s important to you. It’s what that money represents. Security. Empowerment. Freedom.
MEET OUR ADVISORS
Financial planning is only half the job. The other half is having fun while building meaningful relationships.
MEET OUR ADVISORS
As I get to know my clients, I’m always inspired by what they want to achieve.
MEET OUR ADVISORS
To start building a relationship with a new client, I first get to know their world.
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Vanguard’s advice services are provided by Vanguard Advisers, Inc., (“VAI”) a registered investment advisor, or by Vanguard National Trust Company (“VNTC”), a federally chartered, limited-purpose trust company.
The services provided to clients will vary based upon the service selected, including management, fees, eligibility, and access to an advisor. Find VAI’s Form CRS and each program’s advisory brochure here for an overview.
VAI and VNTC are subsidiaries of The Vanguard Group, Inc., and affiliates of Vanguard Marketing Corporation. Neither VAI, VNTC nor its affiliates guarantee profits or protection from losses.