A complete list of active advisors currently associated with Vector Financial Services, LLC

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

Vector Financial Services, LLC is a small, state-registered independent advisory firm that works with individuals, businesses, charities, and small pension clients. Its service mix includes financial planning, discretionary portfolio management, Social Security planning consultations, single-subject financial consulting, and employer‑sponsored retirement plan consulting. The firm typically provides discretionary portfolio management tailored to a client’s objectives and may require or prefer completion of a financial plan before managing assets (the firm reserves the right to waive that requirement). Investment advice is delivered through model portfolios using ETFs, mutual funds, stocks and bonds, informed by fundamental analysis and Modern Portfolio Theory, with accounts reviewed at least annually. Distinctive aspects disclosed in the brochure include a licensed insurance agent relationship through the firm’s principal, and that the firm may receive commissions from insurance product sales, a potential conflict that is disclosed to clients. The firm also highlights specialized Social Security claiming analyses using dedicated software, offers participant education seminars and ongoing pension/plan consulting for sponsors and participants, and relies on a third‑party operations and investing platform (RedBlack Advisers) for mid‑ and back‑office support and trade implementation.

To learn more about the advisors currently working at Vector Financial Services, LLC, 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.