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 advises individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations and other financial institutions. The firm provides wealth management and discretionary investment management along with financial planning, business consulting and retirement-plan advisory services (including ERISA 3(21) and 3(38) options) for roughly 380 clients and about $893.6 million in assets through an 11-advisor team. The firm’s investment process is long-term and fundamentally driven, constructing customized portfolios that emphasize ETFs and mutual funds while also employing individual securities, bonds and third‑party independent managers when appropriate. Vance Wealth manages most accounts on a discretionary basis, will retain legacy holdings for tax or fit reasons, and discloses the use of short-term margin borrowings in client accounts as part of its trading and liquidity practices. Vance Wealth’s brochure discloses that the firm also operates as a licensed insurance agency and that certain advisors are licensed to sell insurance and receive commissions, a potential conflict the firm identifies and describes in its policies. The firm further notes an institutional relationship with Fidelity that provides research, technology and other economic benefits, and it supplements client services with business consulting and a financial‑institution consulting arrangement with MSI—elements that shape a broader service mix than many peers.

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.