Vannoy Advisory Group, Inc.

Vannoy Advisory Group serves individuals, high-net-worth clients, families and a range of other entities, offering ongoing financial planning and discretionary investment management as well as limited-scope, one-time planning engagements. The firm provides customized plans, implementation assistance, and coordination with other professionals to address cash flow, retirement, tax and estate-related planning needs.

The firm follows a long-term, buy-and-hold investment approach using diversified allocations to low-cost mutual funds, ETFs and ETNs, and it conducts regular monitoring, rebalancing and portfolio tax management (including tax-loss harvesting when appropriate). Client communication and reporting are supported through an online client dashboard, secure document vault and periodic review meetings to track goals and update plans.

Distinctive aspects include a small, family-owned advisory team that manages a substantial asset base across a relatively limited number of client relationships, indicating a more tailored service model than larger firms. Vannoy Advisory Group operates on a fee-only basis, relies on major discount broker custodians (and receives related non-cash benefits), does not take custody of client assets, and does not vote client proxies.