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Advice for what matters

Investing is about you & your passions

Your investment goals are very personal. They're about more than just dollars. They're about taking care of your family, feeling secure, being comfortable, and realizing your passions. Whatever aspirations you have in life, a Vanguard advisor is there to provide financial advice that matters to you. And that partnership is at the heart of Vanguard Personal Advisor Services.

Hear what our clients say

There's always a personal story behind why—and when—someone decides to reach out to a professional for financial advice.

Advice for freedom

As a retired business owner and recreational pilot, Paul trusts his Vanguard advisor to invest his assets so that he has the freedom to spend more time giving back to others.

Paul B's story

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Advice for passion

A passionate horseback rider and self-taught investor, Nancy decided it was time to let go of the reins and have an advisor oversee her investments.

Nancy L's story

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Advice for growth

An avid cyclist, Alpha recognized that like training for long distances, investing would require planning to attain his long-term goals. So he reached out to Vanguard for advice.

Alpha D's story

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Advice for comfort

A lifelong DIYer, Art decided to turn to a Vanguard investing pro to help invest his portfolio so he could spend more time doing what he loves.

Arthur R's story

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What's your passion?

Do you want to: Spend more time with friends and family? Open an animal rescue shelter? Write a great American novel? Volunteer at your favorite charity? Or simply indulge in more "me" time?

Whether you're investing for retirement, living in retirement, or saving for your kid's college education, our advisors are devoted to listening and focusing on what matters to you. Then we'll craft a highly personalized financial plan and invest your portfolio for you to help you realize your life's desires.


Here's how Vanguard Personal Advisor Services can help you

Partner with an advisor

Our advisors are dedicated to doing what's right for you, earning your trust, and helping to give you the best chance for investment success.

See how advisors add value

Building a relationship with you is just part of the story. A Vanguard advisor can help give you greater confidence that you're doing all you can to turn your passions into actions.

Pay less

And just as you'd expect from Vanguard, you get it all at a low cost—no more than 0.30% of your assets under management annually.

Vanguard Personal Advisor Services®

Get started online

Or talk with an investment professional.

Call 877-702-1284

Monday through Friday
8 a.m. to 8 p.m., Eastern time

REFERENCE CONTENT

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Advice for freedom

Paul B talking: I was a pilot. I have an instrument rating, a commercial license, mostly for recreation and for personal business travel.

Visual: Camera pans a variety of aviation paraphernalia ending in a video of a man with the following words appearing on screen: Paul B, Vanguarding since 1985.

As a pilot, when you add power, then you realize you're at the appropriate speed, and you just pull back gently on the stick and you lift off. That's a very special feeling.

Visual: Paul talking, followed by a close-up of a flight manual, and then Paul looking into the camera not talking.

But when you get up in the clouds and when you get above, you get a different perspective. And I look at the way our finances go the same way.

Visual: Paul talking while sitting down.

Paul talking: If you're not following the principles, if you don't have any instrumentation, if you don't have any guidance, then you don't, you're off course. I know where we are, but I can't do it myself. It's very complex.

Visual: Close-up of Paul's hands opening a map and then opening a pilot's logbook.

It's a global economy. The world is growing …

Visual: Paul talking while sitting down.

Paul talking: … and I want others who are professionals to look at that for me.

Visual: Paul standing in front of a world map.

I could probably understand it if I wanted to take the time, but I'd rather help in our food bank, and I'd rather help people learn to read. I'd rather help people learn how to use computers.

Visual: Paul talking while sitting down.

Paul talking: So I think I'm doing some of the best work I've ever done

Visual. Close-up of Paul smiling with the following words next to him: Advice for what matters.

Paul talking: This is the happiest time of my life; the most fulfilling. I can make a lot of choices now.

Visual: The following words appear on a white background: Vanguard Personal Advisor Services®

The following disclosure appears on the bottom of the screen: Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor.

The following words appear on a white background: Are you Vanguarding?

Vanguard ship logo appears.

The following disclosure appears on the bottom of the screen: © 2016 The Vanguard Group, Inc. All rights reserved.

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Advice for passion

Nancy L talking: I have always loved horses my whole life. Dressage is about the art of horsemanship. The beauty of being an equestrian is the horse will teach you so much about yourself.

Visual: Camera pans a variety of horse-related paraphernalia ending in a video of a woman holding an English riding saddle with the following words next to her: Nancy L, Vanguarding since 1995.

My passion for dressage has given me confidence in all areas of my life--in my job, in my investing, in all that I do.

Visual: Nancy talking.

Nancy talking: I started investing when I got a corporate job …

Visual: Nancy smiling while sitting down then shifting to a close-up of a pair of horse shoes, and then back to Nancy talking.

… so my goal is to take advantage of the means to save for retirement because that's what we hear over and over again; you should save for retirement. I started reading financial magazines, websites. The information is out there. It's just that sometimes we, especially women, get intimidated about investing.

Visual: Close-up of Nancy talking.

Nancy talking: But I still always wondered about, how would an advisor advise me? Are my choices the best choices for me? I thought I had a good amount, but was it really enough. I didn't really know.

Visual: Camera pans a variety of more horse-related paraphernalia.

I needed the guidance. I needed somebody that knew much more than me …

Visual: Nancy sitting down talking.

Nancy talking: … to take the reins. Then it was apparent to me…

Visual: Nancy sitting down holding a photograph of herself with her horse.

… that was the time to go forward with a personal advisor.

Visual: Close-up of Nancy talking and then smiling with the following words next to her: Advice for what matters.

Visual: The following words appear on a white background: Vanguard Personal Advisor Services®

The following disclosure appears on the bottom of the screen: Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor.


Nancy talking: I know that I have somebody looking out for me.

Visual: The following words appear on a white background: Are you Vanguarding?

Vanguard ship logo appears.

The following disclosure appears on the bottom of the screen: © 2016 The Vanguard Group, Inc. All rights reserved.

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Advice for growth

Alpha D talking: I fell in love with biking when I first moved to China. My dad used to work for the UN.

Visual: Close-up video of a bicycle wheel with spokes spinning and then a close-up of the bicycle's handlebars.

Alpha talking: It brings back all of these great memories I had, you know, as a child.

Visual: Alpha smiling sitting down with the following words next to him: Alpha D, Vanguarding since 2008.

Biking, you know, in a way can be equated to investing in that, you have to plan, you have to train, you have to put goals in place.

Alpha talking: I started investing thinking about the future and it was mainly just reading articles online, talking to friends here and there.

As the account started growing more and more, you know, looking at it and seeing how much of my life was invested, definitely made me feel nervous.

Visual: Close-up panning of a bicycle wheel and then the bicycle chain.

I would be online practically every day for a good chunk of my time just trying to make sure I had the right positions, had, you know, made the right investments. For me it was a lot of money. I felt that I needed to …

Visual: Alpha sitting down talking.

Alpha talking: … make sure that I didn't just put money away and …

Visual: Close-up of Alpha's shoes and then standing with his bicycle in the background.

… have it just disappear because of mistakes I made. So I decided to reach out to professionals.

Visual. Alpha smiling sitting down with the following words next to him: Advice for what matters.

Visual: The following words appear on a white background: Vanguard Personal Advisor Services®


The following disclosure appears on the bottom of the screen: Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor.

Alpha talking: Knowing that I have something in place definitely makes me feel better.

Visual: The following words appear on a white background: Are you Vanguarding?

Vanguard ship logo appears.

The following disclosure appears on the bottom of the screen: © 2016 The Vanguard Group, Inc. All rights reserved.

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Advice for comfort

Art R talking: Well, I call myself a handyman. I wind up doing a lot of projects around the house and they can be anything from a maintenance-type project to all the way to replacing a deck or doing a major part of renovating a kitchen by myself.

Visual: Camera pans a variety of home improvement tools then Art rolling up his sleeves with the following words appearing on screen: Arthur R, Vanguarding since 2004.

When I tried doing something in one of these do-it-yourself projects, if I make a mistake, yeah, it cost me a few bucks but I can go back and fix it. One of the things that I found with my investing is that …

Visual: Art smiling sitting down, talking.

Art talking: … once you blow it, you don't get to go back and do it again.

I think when I first started investing, I didn't know that I really needed somebody else's help to do it, I knew that I needed to accumulate assets …

Visual: More video of home improvement tools and then a hand grabbing a hammer.

… and I think I was successful with that at first. But there are, let's say, there are too many opportunities for error.

Visual: Art sitting down talking.

Art talking: It took me a while but I finally realized that even though I can do it, it's too critical for me to do it myself.

Visual: Close-up of Art's hands holding an old toolbox filled with tools followed by Art showing his hands, turning them over and panning up to show him smiling while holding his hands up, palms out.

I think I'm a well-educated person so what I'd like to do is exchange ideas with people who are experts. Because of that, I'm picking somebody who I have a high degree of confidence in …

Visual: Art talking.

Art talking: … is going to manage my money well for me.

Visual. Close-up of Art smiling with the following words next to him: Advice for what matters.

Visual: The following words appear on a white background: Vanguard Personal Advisor Services®

The following disclosure appears on the bottom of the screen: Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor.

Art talking: My objective is to actually be able to live a comfortable life and do the things I really want to do.

Visual: The following words appear on a white background: Are you Vanguarding?

Vanguard ship logo appears.

The following disclosure appears on the bottom of the screen: © 2016 The Vanguard Group, Inc. All rights reserved.

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Advice for freedom - Paul B

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Advice for passion - Nancy L

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Advice for growth - Alpha D

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Advice for comfort - Art R