About Us
Vandalia Wealth is built on the belief that wealth management should be personal, disciplined, and rooted in trust. At the heart of what clients should know about us is a commitment to thoughtful guidance, strong relationships, and long term clarity. We serve individuals, families, and business owners navigating some of life’s most important financial decisions.
Our Wealth Advisors bring experience, professionalism, and a planning driven approach to the work we do every day. We believe sound guidance begins with listening carefully, understanding what matters most, and helping clients move forward with greater confidence. Whether the focus is retirement planning, investment management, estate considerations, or employer retirement plans, our role is to provide practical advice aligned with each client’s goals.
What defines our firm is not simply the services we provide, but the way we serve our clients. We value relationships built over time and strengthened through consistency, transparency, and trust. We are proud of our roots, encouraged by our growth, and focused on serving clients throughout the broader Appalachian region and beyond with the same care and discipline that have guided Vandalia from the beginning.
Executive Leadership
Our Executive Leadership team brings together experience across wealth management, operations, compliance, marketing, and organizational growth. Their work provides the strategic direction, professional oversight, and internal support necessary to serve clients well and guide Vandalia’s continued development.
What defines our firm is not simply the services we provide, but the way we serve our clients. We value relationships built over time and strengthened through consistency, transparency, and trust. Our leaders collaborate across disciplines, support our Wealth Advisors and staff, and help ensure that growth never comes at the expense of service, judgment, or the relationships clients value.
Their leadership reflects a shared commitment to thoughtful decision making, responsible growth, and doing things the right way.
Wealth Advisors
Our Wealth Advisors bring together more than 250 years of combined experience, with careers spanning generations of change in the financial services profession. They pair deep institutional knowledge with the perspective, energy, and capabilities of the firm’s next generation.
That balance is central to what clients should understand about us. Our advisors work collaboratively, sharing experience and perspective to help clients make informed decisions across every stage of life. Their work may include retirement planning, investment management, business planning, estate considerations, and employer retirement plans.
The strength of our team lies not only in individual expertise, but also in continuity. By working together, our advisors are able to preserve valuable knowledge, support long standing relationships, and prepare the firm to serve clients and their families well into the future.
For those seeking to know more about us, our Wealth Advisors represent the heart of the client relationship: experienced professionals who listen carefully, plan thoughtfully, and remain present as needs and priorities evolve.
Client Planning & Coordination
Behind every strong advisory relationship is a team committed to careful planning, responsive service, and dependable follow through. Our Client Planning and Coordination professionals work closely with our Wealth Advisors to help deliver an organized, personal, and consistent client experience.
They assist with financial planning analysis, prepare and maintain client plans, coordinate requests, facilitate account activity at the direction of a Wealth Advisor, and help ensure that important details are handled thoughtfully and efficiently.
This team plays an essential role in how Vandalia serves clients, helping ensure that planning, communication, and follow through remain consistent at every stage of the relationship. Their work helps turn advice into action while providing the communication, preparation, and coordination needed to keep each relationship moving forward.
The care they bring to their work reflects something important about us: meaningful guidance depends not only on strategy, but also on consistent execution and attention to detail.
Honoring Our Legacy
The Vandalia Wealth story is shaped by the people whose vision, character, and commitment helped establish the firm and the values that continue to guide it. No account about us would be complete without recognizing David K. Sowards, Jr. and Samuel W. Crichton for the lasting impact they have made on our clients, our colleagues, and our culture.
Their influence remains part of the foundation on which Vandalia continues to grow. Through friendship, leadership, curiosity, and service, they helped shape a firm grounded in relationships and committed to doing meaningful work for the people and communities it serves.
David K. Sowards, Jr.
Wealth Advisor
In Memoriam 1959-2023
Dave remains an important part of Vandalia’s story and is remembered as a cherished friend and respected colleague.
He lived generously, embracing friends as family and family as a gift to be valued and protected. The compassion, loyalty, and genuine care he showed others continue to influence our firm and the values we strive to carry forward.
Samuel W. Crichton
Founder Emeritus
A renaissance man with relentless curiosity, Sam is now on an experiential expedition to discover and master an entirely new set of skills.
His expertise, drive, creativity, and commitment to lifelong learning are woven into the fabric of Vandalia Wealth. His influence reminds us to remain curious, pursue excellence, and continue building a firm worthy of the clients and communities we serve.
Ready to have a conversation?
Whether you are planning for retirement, managing new responsibilities, or looking for thoughtful guidance for the road ahead, our team is here to listen and help you move forward with confidence.