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Mission Statement

We are vested in your best interests through our comprehensive, holistic approach to your financial planning needs. 

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

At Vested Advisors, the GAIM Process is the foundation of our financial planning. The GAIM Process includes the following:

  • Gather: We gather information about our clients in order to identify their goals and achieve them.
  • Analyze: We analyze the information to put together a custom financial plan unique to your goals.
  • Implement: We implement the plan and begin the journey to achieving your goals.
  • Monitor: We constantly monitor the plan to make sure you are on track to reach your goals.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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