A complete list of active advisors currently associated with Precision Vector Financial

Warmer can help you find a great advisor at Precision Vector Financial or one who fits your needs even better.

Precision Vector Financial is a state-registered advisory firm founded in April 2022 that provides retirement consulting, financial planning, investment management for individuals, 401(k) plan administration for employers, and college-planning services. The firm manages discretionary client accounts and also provides assets-under-advisement services for employer-sponsored and workplace accounts. The firm follows a strategic asset allocation framework built from index mutual funds and ETFs, supplemented by tactical asset allocation when the advisor deems it appropriate, and implements client-specific Investment Policy Statements to guide discretionary management and semiannual reviews. Portfolios may include individual securities and the firm retains trading discretion for managed accounts while offering periodic account reviews with clients. Compared with typical solo independent advisors, the firm highlights specialty work with federal employees — the principal holds a ChFEBC designation and offers a retirement-forms consultation service tailored to federal retirement processes — and provides ERISA 3(38)/3(21) fiduciary services for select 401(k) plans. The firm also maintains insurance licensure (with transparent disclosure of commissions), has added a Certified College Funding Specialist service, and operates at a very small scale with a handful of clients and a modest level of assets under management and advisement.

To learn more about the advisors currently working at Precision Vector Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.