With a culture of customer service and a focus on retirement and legacy planning, we are ready to service the needs of your practice. A business continuity partnership with us can help you prepare for the unexpected and secure your legacy while maintaining 100% autonomy to run your practice exactly the way you want, for as long as you want to run it.

If you are looking for a succession partner that can free up your time a little... or free up your time a lot, we can answer the questions rolling around in the back of your mind and help you clarify the vision for your second half. Through well-designed office processes, we already provide financial planning to a little over 250 families and businesses. With a predominately fee-based practice and more than $300 million in assets under advisement, we have strong cash flow and access to lending, positioning Vector as a well-qualified buyer in a crowded sellers’ market.

Through our intern program, we are training and developing the talent of tomorrow while creating capacity within our firm to be prepared to serve your future needs.

Member Level
Last Activity
2 weeks
Listing Age
856 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred