A complete list of active advisors currently associated with Vital Signs Financial Services LLC

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

Vital Signs Financial Services LLC serves individuals, small businesses and nonprofit organizations, with income tax preparation and tax-focused financial planning as the firm’s primary services. The firm also provides investment advice and asset-management services on a consultative basis, with implementation and custody remaining under client control. The firm’s investment approach emphasizes tax-efficient planning and a strategic, core-and-satellite asset allocation that favors passively managed index funds and ETFs with selectively added active funds. Clients make the final investment selections (the firm will not accept discretionary trading authority), and the firm bills primarily by fixed, hourly and retainer fees rather than the percentage‑of‑assets model common among many peers. Noteworthy characteristics include an integrated quarterly retainer product, the “Advanced Financial Life Support” (AFLS), which combines ongoing planning, tax preparation and periodic reporting, and a free initial three‑hour exploratory meeting. The firm describes itself as fee‑only and not accepting commissions or selling financial products, while its advisory scope nonetheless identifies a broad range of investment vehicle types it may recommend.

To learn more about the advisors currently working at Vital Signs 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.