A complete list of active advisors currently associated with Vodicka Group, Inc.

Warmer can help you find a great advisor at Vodicka Group, Inc. or one who fits your needs even better.

Vodicka Group, Inc. provides investment advisory and financial planning services to individuals and small corporations. The firm manages discretionary accounts, prepares written investment strategies, and offers consulting on risk management, estate planning, and financial decision-making. Portfolios are tailored to clients’ objectives, time horizons, and risk tolerances and may employ asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading as appropriate. Accounts are managed on a discretionary basis with periodic reviews, suitability checks at onboarding, and regular reporting through the account custodian. Notably, the firm accepts small corporate clients as well as individual households, a client mix that is less common among independents, and it provides an optional performance-based fee arrangement for qualified clients. The adviser manages roughly $18.1 million across fewer than 50 client relationships, and the firm’s principal—who has prior experience as a portfolio manager and derivatives trader—personally reviews client accounts.

To learn more about the advisors currently working at Vodicka Group, Inc., 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.