VANGUARD PERSONAL ADVISOR®

What do you get?

 

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

Whatever you have planned for your money, our advisors are ready to help. And they’ll be with you every step of the way.

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With Personal Advisor, you’ll get:

  • Expert financial advice.
  • Unlimited access to financial advisors.
  • Ongoing money management.
  • A custom financial plan for all your goals.
  • An online platform to easily track your progress.

Expert advice with all the benefits

Partner with an advisor for money management and advice for all your financial goals.  And be more confident in your financial future.

 

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!
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.