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Our financial advisors are ready to serve you with your best interests at heart in the Crown Point, Indiana area*.

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Vanguard Personal Advisor Services®


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Get clear on your financial goals, and feel confident about your financial future.

As fiduciaries, our advisors have no outside incentives, so they'll always put your interests first. They work closely with you to create a personalized plan and help you stick with it over the long-term. You get the peace of mind of knowing our advisors are here for you, whether you've got market volatility, life changes, or other questions on your mind.

Personal Advisor Services:

  • Requires $50,000 to enroll.**
  • Charges up to 0.3% of your balance annually (around $150 a year for a $50,000 portfolio), with no other fees.
  • Gives you ongoing access to a Vanguard advisor, whenever you need to check in.

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Methodology matters

Every decision and execution is made with your goals and best interests in mind, and based on Vanguard's decades of research and time-tested investment strategies. We don't chase performance or look for the next hot trend. Our aim is delivering the most value for our client-owners.†

Have other investing goals in mind?

Vanguard's advice is personalized to your current life stage and most pressing needs-whether you're getting close to retirement, trying to cut costs, or protecting your assets for the long term. We can be your trusted partner and offer specialized planning for those complex topics.

First, we talk

We get to know you, your goals, and your dreams. We know that there's no one-size-fits-all approach to financial planning. The questions we ask help us see your bigger financial picture and craft a plan that’s truly unique to you, not the market.

First, we talk

We get to know you, your goals, and your dreams. We know that there's no one-size-fits-all approach to financial planning. The questions we ask help us see your bigger financial picture and craft a plan that’s truly unique to you, not the market.

Next, we plan

Our advisors use their best thinking, innovative technology, and our time-tested investment philosophy to create your comprehensive financial plan. We share it with you, walk you through it, and answer all your questions before you commit to anything. When you’re ready, we put your plan into action.

Our eyes on your goals

We keep track of your progress with ongoing maintenance and quarterly rebalancing as needed to make sure you’re on course to meet your goals. We’ll partner with you to revise your plan when needed.

Be prepared for all market conditions

We plan ahead, stress-testing your portfolio against thousands of possible scenarios. You'll get a detailed analysis, evaluating multiple factors that can impact your cash flow—plus one-on-one support from your advisor when you need to talk things through.

Frequently asked questions about Vanguard advice

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Still have questions? Call to speak with a Vanguard investment professional.

800-992-5541

800-992-5541

Mon though Fri 8 a.m. to 8 p.m. EST

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Create an account and set up your appointment to talk with an advisor.

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*While Vanguard does not have physical locations in Crown Point, Indiana we are here to help you.

**If you only have assets in an employer-sponsored plan account eligible for Vanguard Personal Advisor Services, the minimum to enroll is $250,000 or more in retirement plan assets.

†Vanguard is client-owned. As a client owner, you own the funds that own Vanguard.

All investing is subject to risk, including the possible loss of the money you invest.

Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company. VAI is a subsidiary of VGI and an affiliate of VMC. Neither VAI nor its affiliates guarantee profits or protection from losses.

The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review the Form CRS and the Vanguard Personal Advsior Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints.