Charting a Course for Your Financial Future

Vector Financial Services, LLC, is a fiduciary, fee-only provider of wealth management services that holistically address all facets of our clients' financial lives.  We are dedicated to providing quality financial services and objective, relevant advice to our clients. 

What We Do

Key Wealth Management Service Areas

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Investment Advice & Management

Our wealth management services are designed to help you build, protect, and preserve your assets through tailored, holistic investment strategies and other financial services.

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Financial Planning

Our comprehensive financial planning services offer a roadmap to your financial goals, covering everything from retirement planning to tax optimization.

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Tax Planning Strategies

Our tax planning services optimize your financial health. By leveraging expert insights and tailored strategies, we help minimize tax liabilities, maximizing your 401k contributions and enhancing wealth management. Your financial success is our priority.

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Social Security Planning

Our wealth management services are designed to help you build, protect, and preserve your assets through tailored, holistic investment strategies and other financial services.

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Estate Planning

Our comprehensive financial planning services offer a roadmap to your financial goals, covering everything from retirement planning to tax optimization.

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Debt Elimination Planning & Strategies

Our wealth management services are designed to help you build, protect, and preserve your assets through tailored, holistic investment strategies and other financial services.

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Employer-Sponsored Plans

We pride ourselves on delivering expert service and support for a range of retirement plans, including 401(k), 403(b), 457, SIMPLE, and SEP plans. Our fee-only, client-focused approach ensures that you receive quality, unbiased guidance tailored to your financial goals.

Learn More About Our Services

Our Commitment to You

As a Registered Investment Advisor and Wealth Manager, Vector is held to the higher “Fiduciary Standard,” as opposed to the less stringent “Suitability Standard” utilized by many financial firms. This requires us to ensure that the interests of our clients always come first. Whether you are just starting your journey, planning for college for the kids, mid-career, or you are an empty-nester already enjoying your retirement years, we will dedicate ourselves to helping you manage your financial affairs in a way that best meets your needs.

Your Future in Your Hands

Your financial assets are always held in your name, in your own account. You will always have full access to, and visibility of, your accounts. We do not personally touch your money; any deposits made to your individual investment accounts will be directed to your account custodian, never to us. Your role is the CEO, determining the direction you want to go, whereas our role is to be your Personal CFO, handling the financial matters necessary to attain your goals.

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  • Unbiased Support.

    We work for YOU. We do not receive ANY compensation or incentives from other sources for ANY investment or securities advice, planning, or management transactions.

  • Your Money, Your Choice.

    You are never under any obligation to purchase any insurance product(s) recommended by Vector Financial Services, LLC. However, when you decide to utilize Vector to purchase an insurance product from any of our many business associates, we may be compensated by our business partner in line with industry standards.

  • Upfront and Honest Cost Structure.

    We offer a free initial consultation for all our future clients. When you decide to work with us, all pricing is disclosed up front with no hidden costs or fees.

  • Personal Support and Service.

    We are here to serve you wherever you feel most comfortable, because your financial journey should be as personal and unique as you are. We’ve met clients at their kitchen table, at the local coffee shop, in our offices, or online, and are committed to meeting you wherever you are most comfortable.

Let's find the right fit for you.

Don't face financial challenges alone. Contact us, and together, we'll navigate the path to secure and prosperous financial futures.