A complete list of active advisors currently associated with VG Financial Consulting, LLC

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

VG Financial Consulting, LLC serves individuals, families, and other financial professionals, including executives with stock-based compensation, focusing on clients who may not meet typical asset thresholds for traditional wealth managers. The firm offers financial organizing, comprehensive planning, implementation coaching, and consulting rather than investment account management. The firm’s work emphasizes producing actionable plans and guiding clients through implementation, including coordination with a client’s existing investment manager or accountant when desired. Its planning process can include asset allocation, portfolio construction recommendations, tax and estate considerations, and specialized analyses such as stock option modeling and cost-basis research. Distinctively, the firm does not manage client assets and does not use percentage-of-assets-under-management fee arrangements; instead, it delivers advice and implementation support through hourly, packaged, and periodic ongoing engagements. VG Financial Consulting also provides concierge implementation assistance and concentrates on a relatively small, focused client base with specialized needs around concentrated equity and executive compensation.

To learn more about the advisors currently working at VG Financial Consulting, 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.