A complete list of active advisors currently associated with Vance Wealth

Warmer can help you find a great advisor at Vance Wealth or one who fits your needs even better.

Vance Wealth provides advisory services to individuals (including high‑net‑worth clients), trusts, estates, businesses, retirement plans, charitable organizations and other financial institutions, combining discretionary investment management with comprehensive financial planning. The firm also offers standalone financial planning, business consulting and retirement plan advisory services, and provides institutional consulting to brokerage customers of a mutual securities firm. The firm’s investment approach is primarily long‑term and based on fundamental analysis, with portfolios usually constructed from ETFs and mutual funds and supplemented as needed with individual stocks, bonds, CDs or third‑party independent managers for fit or tax reasons. Vance Wealth works with clients on cash‑flow and risk‑tolerance assessments, implements discretionary strategies consistent with client guidelines, and conducts periodic reviews to monitor allocations and holdings. What is noteworthy about Vance Wealth is its role as a licensed insurance agency; the brochure discloses that the firm may introduce clients to unaffiliated insurance agencies and receive a portion of commissions from insurance implementations, a practice the firm identifies as a potential conflict of interest. The advisory platform also emphasizes business consulting deliverables (including a corporate binder and concierge calendar), retirement plan ERISA advisory services, a consulting agreement with a broker‑dealer for certain brokerage customers, and a team with multiple professional credentials (CFP, AIF, CRPS, CPA) including a tax‑focused advisor supporting the firm’s planning and retirement clientele.

To learn more about the advisors currently working at Vance Wealth, 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.