A complete list of active advisors currently associated with Vaughan Family Financial

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

Vaughan Family Financial offers portfolio management and financial planning services to individuals, high‑net‑worth individuals, and business entities, preparing written investment policy statements and providing discretionary trading authority and regular portfolio monitoring. The firm’s stated investment universe includes mutual funds, equities, ETFs (including precious‑metals ETFs), fixed income, hedge funds, private equity, venture capital and private placements. The firm describes its investment approach as combining Modern Portfolio Theory with goals‑based investing, emphasizing long‑term strategies aligned to documented risk tolerances and time horizons and conducting at least quarterly account reviews. While advisory fees are asset‑based, the brochure also discloses fixed and hourly financial planning fees and states that planning fees are paid in advance with prorated refund policies; the firm requires clients to use a particular custodian (Altruist). Distinctive items in the brochure include that VFF reported zero assets under management and no client accounts as of December 2023 despite maintaining an account minimum and the ability to advise on private‑fund strategies, and that it does not accept performance‑based fees or participate in wrap fee programs. The firm also discloses acceptance of certain broker‑provided research/soft‑dollar benefits and documents policies intended to allocate trades fairly among clients.

To learn more about the advisors currently working at Vaughan Family 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.