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Richmond, IN Office

Team
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Vista Investment Partners logo

Vista Investment Partners

Team

Firm-wide stats for Vista Investment Partners

Total advisors

7

Across 3 offices

Clients per advisor

70 High

Avg AUM per client

$764,985 Low

HNW client ratio

19% Low

About

Vista Investment Partners serves individuals, retirement and profit‑sharing plans, corporations, trusts, estates and charitable organizations, generally working with clients who meet its typical investable‑asset threshold (though it may negotiate exceptions). The firm provides financial planning and both discretionary and non‑discretionary portfolio management, and can implement strategies through separate account managers and custodial platforms.

Vista develops a Financial Profile and individualized Investment Plan for each client and emphasizes asset allocation and manager selection using mean‑variance optimization, fundamental analysis and a mix of mutual funds, ETFs, individual equities and fixed income. The firm offers multiple proprietary strategies — including growth, income, balanced and market‑rotation approaches — and may use covered‑call overlays and bitcoin either as a long‑term holding or as a target allocation within a client’s portfolio.

Several features distinguish Vista from many peer team firms: it conducts educational seminars and workshops (with occasional sponsor support), provides managed “held‑away” account services for 401(k)s and HSAs using an order‑management approach for tax‑aware allocation and rebalancing, and facilitates bitcoin trading and custody through third‑party crypto providers (including BitGo/BitGo Prime). The brochure also discloses that some staff are dual‑registered to sell insurance or act as registered representatives and that the firm participates in broker‑dealer platform programs, with associated disclosures of conflicts of interest.

Based on Vista Investment Partners

Expertise

Options & derivatives strategies Annuities

Based on Vista Investment Partners

Location

One Woodside Drive

Richmond IN 47374

Advisors at this office

5

Advisors at this office

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Matthew G

Series 63, Series 66

Richmond, IN

Vista Investment Partners

Matthew Golliher is a financial advisor at Vista Investment Partners with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cantella & Co., Inc., U.S. Bancorp Investments, and Cetera Investment Advisors. Outside of his advisory role, he is involved as a bitcoin consultant and is a partner in entities focused on bitcoin wealth management. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet its investable-asset threshold. The firm provides financial planning and portfolio management, emphasizing asset allocation and manager selection through various proprietary strategies, including the use of bitcoin as a long-term holding or target allocation.

Options & derivatives strategies Annuities
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Brett G

CFP®, Series 66

Richmond, IN

Vista Investment Partners

Brett Guiley is a CFP® with 25 years of industry experience, currently serving as an advisor at Vista Investment Partners. His career includes roles at Raymond James & Associates, Cantella & Co., and Level Four Financial. He is involved in several nonprofit organizations, including serving as board president of the Triangle Therapy Association, which supports scholarships for disabled children. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, focusing on clients who meet its investable-asset threshold. The firm offers financial planning and portfolio management using asset allocation, manager selection, and proprietary strategies that include growth, income, balanced, and market-rotation approaches, with capabilities in bitcoin trading and custody.

Options & derivatives strategies Annuities
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Sarah P

Series 66

Richmond, IN

Vista Investment Partners

Sarah Peacock is a financial advisor with Vista Investment Partners in Richmond, Indiana, holding a Series 66 designation and nine years of industry experience. Her career includes roles at Vista Investment Partners, Level Four Financial, Cantella & Co., Inc., and Raymond James & Associates. She is a minority owner and participates in administrative and bookkeeping functions for affiliated entities, including Orange Horizon Wealth, LLC and BTC Advisor, LLC. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet its investable-asset threshold. The firm provides financial planning and portfolio management, emphasizing asset allocation and manager selection through proprietary strategies and advanced analytical methods, including the use of covered-call overlays and bitcoin within client portfolios.

Options & derivatives strategies Annuities
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William H

CFP®, Series 63, Series 66

Richmond, IN

Vista Investment Partners

William Harmon is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Vista Investment Partners. His prior roles include positions at Level Four Financial, Personal Capital Advisors Corporation, and The Vanguard Group. He serves on the board of directors for the United Way of Whitewater Valley and participates on the finance committee and board of Girls Inc., providing mentoring and support to girls in grades K-10. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet its investable-asset threshold. The firm provides financial planning and both discretionary and non-discretionary portfolio management, using asset allocation and manager selection strategies that incorporate proprietary approaches and may include covered-call overlays and bitcoin holdings.

Options & derivatives strategies Annuities
user avatar

Stasia V

Series 63, Series 65

Richmond, IN

Vista Investment Partners

Stasia Veramallay is a financial advisor at Vista Investment Partners with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including J.P. Morgan Securities, Raymond James, and Cantella & Co., Inc. Outside of her advisory role, she is active in community organizations such as the Girl Scouts as a troop leader and serves on multiple nonprofit boards including the Indiana University East Chancellor’s Advisory Board and the Wayne County Indiana Foundation Finance Committee. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides financial planning and portfolio management, emphasizing asset allocation and manager selection through fundamental analysis and mean-variance optimization, with proprietary strategies that include growth, income, balanced, and market-rotation approaches.

Options & derivatives strategies Annuities
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