Since 2003, we have served as a premier financial planning practice.

Planning your financial future can be complicated. We understand that every financial journey is unique and includes important personal choices that have significant consequences. That’s where we excel.

Since 2003, Vance Wealth has served as a premier financial planning practice passionately committed to helping our families and businesses succeed at every step of their financial journey. It’s a commitment that starts with carefully listening to your goals and making your priorities our own. After all, you are much more than just a “client.” We take care of you like you are part of our family, working tirelessly to establish a blueprint for today with a vision of tomorrow, and helping provide the confidence you need to make your dreams a reality.

We pride ourselves on our client care philosophy. Vance Wealth will be by your side through all of life’s challenges, guiding you through the most difficult of times and empowering you during the best of times. Whether advising on our client’s everyday spending, retirement planning, investments, insurance, college savings or any other financial need, we’re committed to providing you the confidence and knowledge needed to be prepared for life’s uncertainties.

It is about removing the stress and worry that typically accompanies planning your future and providing the confidence to make difficult decisions. Most importantly, it’s about forging an achievable path to something greater – a path to the life of your dreams.

Providing client-centric solutions, backed by years of financial planning expertise, is not an accident. In an ever-changing world and a constantly evolving economy, we are always seeking ways to stay abreast through continuing education opportunities in the financial industry, the markets, and specific investments. What’s more, we have a strong presence in our community providing education to both the public and professionals alike, through seminars, workshops, and other speaking engagements. It’s a responsibility we passionately embrace every day. It means paying our experience forward at every opportunity and providing clarity when it’s needed the most.

Our Core Values

  • Be passionate, positive and present.
  • Committed to continuous growth.
  • Inspire balance in life.
  • Collaboration drives success.
  • A healthy urgency to get things done.

Our Team