Vance Wealth Announces New Ownership From Within
Santa Clarita-based wealth management firm welcomes three internal leaders to ownership team
Santa Clarita, Calif. — Vance Wealth, a leading financial planning firm headquartered in Santa Clarita, is proud to announce a significant milestone in the firm’s growth: the transition of ownership to three long-time internal leaders. Vice Presidents Jerrod Ferguson, CFP®; Tyler Tilton, CFP®, CEPA®; and Chief Operating Officer & Chief Compliance Officer Chris Pelch have officially become part owners of the firm.
Founder and CEO John Vance made the intentional decision to sell ownership internally to preserve the firm’s independence, culture, and commitment to client care—solidifying a vision for long-term success that stays rooted in Vance Wealth values.
“When running a financial services firm, succession planning is essential,” Vance shared. “We needed a long-term plan that protects our clients, our team, and the firm. Growing ownership from within was the right way to do that.”
This move not only ensures continuity for clients but also creates a clear path to ownership for the next generation of Vance Wealth leaders.
“Personally, this opportunity is incredibly meaningful—it’s a chance to deepen my roots in a firm that has been an integral part of my professional journey and life in general,” Ferguson shared. “Julie and I made this decision together because she believes in this place just as much as I do. That shared belief made this a natural next step, and I’m honored to carry forward the values and vision that brought us here.”
That same spirit of growth and commitment to the firm’s future is what inspired Tilton to take this step as well.
“This isn’t just a personal achievement—it’s a shared win,” Tilton added. “We have an exceptional team, and I’m committed to helping build and develop the talent around me so we can continue raising the bar for our clients. This next chapter is about growth, impact and staying true to the values that brought us here.”
Chris Pelch echoed the sentiment, emphasizing the long-term legacy and responsibility that comes with ownership.
“Over the past eight years, I’ve seen firsthand how Vance Wealth changes lives—not just for our clients, but for our team too,” Pelch expressed. “What excites me most is building something that lasts: an institution that supports our clients and team for generations. That’s the legacy we’re creating together.”
The firm’s growth also means Vance Wealth can serve more people with the thoughtful, values-based planning that sets the firm apart.
“Our approach helps families and business owners pursue financial security and generational wealth with confidence—expanding our reach allows us to extend that impact to even more individuals and communities,” John explained.
Since the firm has historically donated 1-2% of its annual revenue to local nonprofits, as the firm grows, so does its capacity to support the communities Vance Wealth calls home.
But to be clear—this is not a farewell.
“I have no plans to retire,” Vance laughed. “I love what we do here and plan to be a part of it for the next 25 years.”
At Vance Wealth, growth has never been about one person, but about building something meaningful together. This milestone is a celebration of that vision—and a promise to keep moving forward with the same heart, purpose and care that brought the firm to his exciting moment.
About Vance Wealth
More Information about each new owner can be found at vancewealth.com/about-us/#our-team.
Since 2003, Vance Wealth has served as a premier financial planning practice passionately committed to helping clients and families succeed at every step of their financial journey. Based in Santa Clarita, the firm serves Southern California, with offices in Pasadena and Newport Beach, and the practice delivers innovative and comprehensive wealth management strategies precisely customized to each client’s goals and needs. To schedule a consultation and learn more, please call 661.775.0950, email info@vanceweath.com or visit VanceWealth.com.
Disclosures: Vance Wealth, LLC (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure.
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