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INTRODUCING: VANGUARD SITUATIONAL ADVISOR™

Get your questions answered by a financial advisor

Set up a onetime chat with an advisor to discuss any financial situation that pops up.

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What is Situational Advisor?

Vanguard Situational Advisor is an advice-only service that connects you with a financial advisor when you need one. You can get help with any financial situation or life event—from buying a home to planning for retirement, and everything in between. We’ll give you advice that you can put into action.

You'll get smart recommendations from a financial professional who prioritizes your interests.

Get started by completing your Vanguard Digital Advisor® profile. Then you can sign up for a onetime chat.

Situational Advisor may be right for you if:

You have complex financial questions

Our advisors can answer questions you might have about your money and help you navigate any financial situation.

You’d like to discuss your investments

Want help picking the right mix of investments? Concerned about market volatility? Get answers from an investment professional.

You have a new financial goal

Get help with any financial goal in your life—like paying for a wedding, taking a dream vacation, or starting a new business.

You want a second opinion

Our advisors can give you confidence and peace of mind that you’re making the right moves with your money.

You want help planning for retirement

Our advisors can help you figure out how much you should be saving and how much you can spend in retirement.

You like to manage your own money

Some people like doing it on their own, but just want a little guidance along the way. Let us help you stay on track.

Got questions about your money?

Just tell us a little about your goals and what you want to talk about. Then, make an appointment to speak with an advisor.

Let's get started

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

Vanguard Digital Advisor's services are provided solely by Vanguard Advisers, Inc. (VAI), a registered investment advisor. Please review the Vanguard Digital Advisor brochure for important details about this service. Vanguard Digital 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.