Charting a Course for Your Financial Future

Vector Financial Services, LLC, is a fiduciary fee-only financial planning and investment management firm dedicated to providing quality service and objective, relevant advice to our clients. 

What We Do

Key Service Areas

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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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401k Support

We specialize in 401K solutions and support for participants, active, retired, or soon-to-retire, and for plan sponsors looking to provide employee benefits designed to ensure a secure financial future for all.

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Wealth 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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Our Commitment to You

As a Registered Investment Advisor, 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 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, management or transactions.

  • Your Money, Your Choice.

    You are never under any obligation to purchase recommended insurance product(s) from Vector Financial Services, LLC. However, when you decide to purchase an insurance product from Vector, we may be compensated by commission 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 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.

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