Financial Planning and Investment StrategyTo Enrich Your Life

Your financial plan is the most important part of the work we do. Together, we build a customized strategy that reflects your needs and goals. We take into account all of your financial variables - including assets, liabilities, income, retirement and other savings, insurance coverage, estate plans, and more - to build a plan that serves as a road map for your short and long-term needs.

Financial Planning

Private Client Services

We understand that with wealth comes complexity and great responsibility. We provide the one-on-one support you need from your fiduciary advisor to manage these demands, backed by a team of professionals focused on your unique needs. We are always proactive in helping you manage your wealth by providing solutions tailored to your individual needs.

Estate Planning

Vandalia provides comprehensive estate planning for our clients to provide for their long-term goals. From income gap analysis to complex succession planning, we will create an individual strategy for your unique needs. Our team provides all the services you need to optimize your wealth, so you can pursue your passions today and be confident in your future.