Get financial advice and ongoing portfolio advice from a financial advisor using Vanguard Personal Advisor Services®.

Personal Advisor offers a portfolio of actively managed mutual funds and index ETFs for Vanguard Brokerage Accounts. During the onboarding process, you'll take an assessment to determine whether you have the risk temperament for active strategies and can ride out periods of active underperformance.

Nov 14, 2024 · For a reasonable cost, Vanguard Personal Advisor provides unlimited access to financial advisors. It pairs Vanguard's solid fund lineup with technology to design customized financial plans....

There's a comforting level of confidence that comes with having dedicated support. Vanguard Personal Advisor Wealth Management™ offers advice tailored specifically for you and your family at all stages of life. Our personalized services are exclusively for investors with $5 million and above in Vanguard funds and ETFs.

Vanguard Personal Advisor treats you like a VIP. You’ll get the power of digital advice with the support of our professional financial advisors, who are focused on helping you reach your goals. And you can sign up once you’ve saved at least $250,000 in your retirement plan. 1

Jul 19, 2024 · Vanguard Personal Advisor is a robo-advisor tailored to the needs of people who have a well-established nest egg and may be getting closer to retirement. While there’s a relatively high minimum...

Personal Advisor is our premium advice and money management service. To be eligible, you must have one of the following: Be in a retirement plan that offers Personal Advisor. Be a U.S. resident or have an APO/FPO/DPO mailing address. How do I …

When you enroll in Vanguard Personal Advisor®, we’ll walk you through some questions about your financial situation. Then you can schedule an appointment to speak with an advisor. Keep reading to find out what you’ll need to get started. Ready, set, goals! Want to retire sooner? Later?

With Vanguard Personal Advisor, you can rely on the same expert advice you’ve come to know. Our advisors will: Help you prioritize your goals based on your financial situation. Make sure you’re taking on an appropriate amount of risk for your goals and timelines.

Vanguard Personal Advisor offers the personal touch and level of service of a traditional financial advisor at the price of a robo-advisor. In this article, I’ll review Vanguard Personal Advisor and explain why it is money expert Clark Howard’s favorite financial advisor option.