Retirement plan participants
WHY VANGUARD?
Built on decades of experience
The Vanguard story
In 1975, we transformed the financial industry by offering low-cost mutual funds and making investing accessible to everyone. Now we’re doing the same with our advice services. But we’re not new to the advice game. We’ve been providing financial advice for nearly 3 decades.
Vanguard advice through the years
With our new advice and money management services, we’re delivering the best of our past with an eye toward changing the future.
1996: Vanguard launches our first advice service for individual investors.
2006: Vanguard’s new financial planning service provides 42,900 consultations in its first year.
2009: Vanguard rolls out situational guidance and advice to investors with onetime questions.
2015: Vanguard Personal Advisor Services® allows investors to partner with advisors for expert advice and money management.
2020: Vanguard Digital Advisor® gives investors an all-digital solution for advice and money management.
2021: Vanguard Situational Advisor™ makes it easier to get expert advice for any financial situation that pops up.
Today: Vanguard advice services are helping investors reach their financial goals.
You deserve financial advice that’s as unique as you are
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Whenever you invest, there's a chance you could lose the money.
Vanguard Digital Advisor's and Vanguard Personal Advisor’s services are provided solely by Vanguard Advisers, Inc. (VAI), a registered investment advisor. Please review the Vanguard Digital Advisor and Personal Advisor brochure for important details about these services. Vanguard Digital Advisor’s and Personal Advisor's financial planning tools provide projections and goal forecasts, which are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results.
Vanguard Situational Advisor is provided by Vanguard Advisers, Inc. (VAI), a registered investment advisor. Eligibility restrictions may apply. VAI is a subsidiary of The Vanguard Group, Inc. (VGI), and an affiliate of Vanguard Marketing Corporation (VMC). Neither VAI nor its affiliates guarantee profits or protection from losses.
