Personal Advisor | What is it

INTRODUCING: VANGUARD PERSONAL ADVISOR®

Financial advice powered by relationships

Get advisor help and investment management that's laser-focused on what matters most to you.

What is Personal Advisor?

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 personalized 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.

You can sign up for Personal Advisor once you have at least $250,000 in your retirement plan.¹

A relationship that puts you first

Your interests above all else

Our advisors don't chase the market. And there are no hidden fees or agendas. 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 plan into action by managing your money and rebalancing your investments as needed to keep you on track.

Schedule an appointment with an advisor today

Join the growing number of investors who are already using Personal Advisor. Start living your best financial life today.

Enroll in Personal Advisor

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

Retirement plan participant