Personal Advisor | What is it

INTRODUCING: VANGUARD PERSONAL ADVISOR®

Financial advice powered by relationships, not commissions

Get a financial partner who is laser-focused on what matters most to you.

What is Personal Advisor?

Vanguard Personal Advisor is our premium advice and money management service. It combines our sophisticated technology with professional financial advisors. And you can sign up once you’ve saved at least $250,000 in your retirement plan.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

Your interests above all else

Our advisors don’t chase the market or work on commission. So every decision is made with your best interests at heart.

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. Start living your best financial life today.

Let's get started

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 ... Read more

Retirement plan participant