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Our advisors put your interests first

Our advisors are dedicated to helping you reach your goals and are with you from creating your plan through your retirement years.

We listen to what you want

Our advisors listen to your needs, develop a personalized plan based on your unique financial situation, and manage your portfolio using our time-tested investment management practices. And they don't receive extra incentives for their recommendations or for selling you investment products and services.

Here's how an advisor partners with you

A Vanguard personal financial advisor will:

  1. Get to know you, your goals, and your unique financial situation.
  2. Partner with you to create a custom-tailored financial plan.
  3. Put your plan into action and manage your portfolio, allowing you to be as involved as you want to be.
  4. Work with you to keep track of your plan's progress.
  5. Rebalance your portfolio as necessary and partner with you to revise your plan when important changes in your life occur.

See how it works

You'll have access to a new web experience developed exclusively for Vanguard Personal Advisor clients. You can view all of your accounts under portfolio management, see how your investments are performing, check your progress toward your goals, and more—all online, anytime you want.

Take a few minutes to view this video to learn more about how it can help give you the best chance for investment success.

Enjoy convenient access to a Vanguard advisor

Once you're enrolled, you can call or email a Vanguard advisor at your convenience. And with our easy-to-use videoconferencing service, you can also video chat with an advisor from the comfort of your own home. Simply schedule an appointment online, anytime.

A screenshot of our easy-to-use videoconferencing service.

Vanguard Personal Advisor Services®

Get started today. Talk with an investment professional.

Call 888-843-7562

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

PARTNER WITH A VANGUARD ADVISOR

REFERENCE CONTENT

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Here's how Vanguard Personal Advisor Services works

Introducing Vanguard Personal Advisor Services®

We've designed a new financial advice service to serve you better. Here's how it works.

You partner with a Vanguard advisor to help you develop a financial plan to reach your goals.

A Vanguard advisor starts by getting to know you and your unique financial situation.

Then the advisor partners with you to create a custom-tailored plan just for you.

Once you agree to the final plan, the advisor puts it into action and starts to build your portfolio with a mix of low-cost diversified stock and bond investments based on your goals.

You can track all of your investments in one place.

You can review your portfolio and your goals online anytime.

Get a snapshot of your total portfolio.

See how your investments are performing.

Keep an eye on your progress toward your goals.

And you can check it all out from any device.

A Vanguard advisor reviews and rebalances your portfolio on a regular basis to keep you on course to meet your goals.

And you'll receive progress reports every quarter.

You can call or email a Vanguard advisor at your convenience. And with our easy-to-use videoconferencing service, you can video chat with an advisor from the comfort of your own home.

Partnering with a Vanguard advisor can help give you greater confidence that you're doing all you can to reach your goals.

And just as you'd expect from Vanguard, you get it all at a low cost.

Get started today.