What is it

Retirement plan participants

800-310-9228

INTRODUCING: VANGUARD PERSONAL ADVISOR®

Financial advice powered by relationships

Get a financial partner who cares about what matters most to you. Complete your Digital Advisor profile today to start your Personal Advisor upgrade.

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What is Personal Advisor?

Vanguard Personal Advisor is our premium advice and money management service. It combines our sophisticated technology with professional financial advisors. Complete your Vanguard Digital Advisor® profile today to find out more about Personal Advisor and see if you are eligible for an upgrade!¹

With Personal Advisor, you’ll get expert digital advice with a human touch. Our advisors will listen to you and help you identify your goals. Then they’ll build a financial plan just for you. And they’ll use our cutting-edge technology to manage your money and keep you on track to reach your goals through any type of market.

A relationship that puts you first

Smart advice

Our advisors draw on years of training and experience to give you thoughtful financial guidance.

Ongoing money management

Connect with our advisors by phone, email, or video chat. If you have questions or want to make a change, we’re always ready to help.

Big-picture planning

Our advice is based on our decades of investment expertise. We’ll help with any financial need—even the tough ones like living in retirement, saving on taxes, and more.

Adjustments as your life changes

We’ll put your custom financial plan into action by managing your money and rebalancing your investments as needed to keep you on track.

Partner with an advisor today

Join the growing number of investors who are already using Personal Advisor. Complete your Digital Advisor profile and then upgrade today!

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Whenever you invest, there's a chance you could lose the money.

¹To be eligible for Personal Advisor, you must have one of the following:

$250,000 or more in your employer-sponsored retirement plan at Vanguard.
$50,000 or more in IRAs and taxable accounts—owned individually or as joint tenants with rights of survivorship—at Vanguard.
$250,000 total among your employer-sponsored retirement plan, IRAs, and taxable accounts—owned individually or as joint tenants with rights of survivorship—at Vanguard.

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.