Advice reinvented

Vanguard Personal Advisor Services™

Nearly 40 years ago, we changed the investment world by introducing low-cost investing and helped investors keep more of their money. Now we're reinventing financial advice to help you earn more, pay less, and partner with an advisor who works solely for your benefit.

Partnering with a Vanguard advisor can help you reach your goals

An advisor partners with you to build your portfolio using a mix of low-cost diversified stock and bond funds. This broad diversification helps reduce your risk. And the low cost keeps more money working for you.

To keep you on target, the advisor reviews your portfolio on a regular basis and rebalances it as necessary to maintain the right mix of stock and bond funds according to your financial plan.

During times when the market rises or falls, it's easy to be tempted to abandon a well-thought-out plan. A Vanguard advisor acts as your investing coach during these times to keep you on course.

The less you pay in taxes, the more money that stays invested for you. That's why a Vanguard advisor manages your portfolio with a focus on tax-efficiency. And when the time comes to withdraw your money, such as in retirement, you'll receive a tax-smart distribution plan.

At the center of reinventing advice is partnering with a Vanguard advisor. Our advisors work closely with you to develop a customized goals-based financial plan based on your unique financial situation—and then manage your portfolio to help you reach your goals. Whether you're saving for retirement, a college education, or a home, or you're already retired, an advisor can help.

Here's how a Vanguard advisor can help you.

Constructs your portfolio.

Reviews and rebalances your portfolio.

Serves as your investing coach.

Minimizes your taxes.

Reinventing how a financial advisor works for you

Our advisors don't receive extra compensation for their recommendations or for selling you investment products and services. They're all professionally trained financial advisors. And they work solely for your benefit, listen to what you want, and develop a personalized plan based on your unique financial situation.

You'll find Vanguard advisors are dedicated to helping you reach your goals. Our advisors partner with you to manage your portfolio on an ongoing basis—allowing you to be as involved as you want to be—using our time-proven investment methodology. And they're there for you when life events affect your plans and you need to make updates.

See how Vanguard Personal Advisor Services can help you get better portfolio performance at a low cost when you partner with a Vanguard advisor.

Here's how it works

A Vanguard advisor will:

Get started today

Call 800-992-5541 to schedule a consultation to learn what partnering with a Vanguard financial advisor could mean for your portfolio. To take advantage of Vanguard Personal Advisor Services, a $100,000 minimum is required.

There's no obligation.

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"In some ways, the future has already arrived...Vanguard, in its Personal Advisor Services offering, recently began providing investment advice and financial planning for just 0.3 percent annual fee.”*

NEW YORK TIMES, APRIL 12, 2014

"Its rock-bottom price and use of both technology and financial professionals to deliver recommendations to investors is drawing assets and even some acclaim."

INVESTMENT NEWS, APRIL 16, 2014

Call 800-992-5541 today or GET STARTED NOW

*Lower fees apply to assets under management of $5 million or more. Please call for details.