Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Ritesh U
Series 66
Ponte Vedra Beach, FL
Vigil Wealth Management, LLC
Ritesh Upadhyaya is a financial advisor at Vigil Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, SunTrust Advisory Services, and Morgan Stanley. Outside of his advisory role, he is a partner in a children's fashion and clothing business. Vigil Wealth Management advises individuals, trusts, businesses, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm employs a primarily long-term investment approach focused on diversified, low-cost mutual funds and ETFs while maintaining flexibility to use various financial instruments and independent managers.
Baylee Z
Series 66
Valencia, CA
Vigil Wealth Management, LLC
Baylee Zeigler is a financial advisor at Vigil Wealth Management, LLC in Valencia, CA, holding a Series 66 designation with four years of industry experience. Prior to joining Vigil Wealth Management, Baylee worked at LPL Financial, LLC and has experience in the hospitality industry, including roles at Soho House West Hollywood and Valencia Country Club. Outside of financial advising, Baylee is a co-owner of Sleigh My Lights, LLC, a holiday light installation company. Vigil Wealth Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach focuses on individualized, long-term strategies using primarily low-cost mutual funds and ETFs, with flexibility to include other instruments and multiple research methods, alongside regular portfolio monitoring and rebalancing.
David V
CFP®, Series 66
Ponte Vedra Beach, FL
Vigil Wealth Management, LLC
David Vigil is a CFP® and holds a Series 66 license with 21 years of industry experience. He currently serves as an advisor at Vigil Wealth Management, LLC, where he has worked since 2018, including its predecessor entities. Prior to that, he held positions at LPL Financial and SunTrust Advisory Services. In addition to his advisory role, he is a licensed insurance agent. Vigil Wealth Management advises individuals, trusts, estates, businesses, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm emphasizes a long-term investment approach focused on low-cost, diversified mutual funds and ETFs while maintaining flexibility to include a range of other investment vehicles and regularly monitors client accounts.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters