VANGUARD SITUATIONAL ADVISOR™

How does it work?

With Situational Advisor, you can speak with a financial advisor about planning for retirement, buying a home, saving for college—or anything else that pops up! Here’s how it works:

Tell us about yourself

You’ll complete an online profile so we can learn about your financial situation and any questions you want answered. It should take about 10 to 15 minutes.

Schedule a consultation

You’ll then set up a consultation with a financial advisor. Your spouse or partner is welcome to attend.

Get expert advice

Your advisor will answer your specific questions and create a full financial plan if you need one. Then, if you want, you can put the advisor’s recommendations into action.

Already using Digital Advisor?

No problem! You can talk to an advisor while Vanguard Digital Advisor® continues to manage your money.

Facing some unexpected financial turbulence? Have a new financial goal you’d like help with? Just looking for a second opinion?

Schedule a consultation with Vanguard Situational Advisor. Our advisors can provide the extra support you need—when you need it.

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.