Planning to purchase a new home | Louisville, Kentucky

Vanguard's financial advisors are ready to help you save for your life’s goals and dreams. Start planning now in the Louisville, Kentucky, area (or wherever you choose).

Let's make it happen

Unbiased advice to help meet your goals

  • Planning for the big milestones

    Our advisors can help you identify the right savings amount, establish a timeline, determine a budget, and choose investments.

  • Personalized to your goals

    We'll work with you to tailor a plan that helps you feel more financially secure and puts your interests first. Choose a partner who will support you for the long term.

  • Move closer to your dream

    While you may already be saving, it can be tough to measure how close you are to your goal or even if your current plan is working. Together, we'll take a comprehensive look at your wealth, identify your unique needs, create a timeline, and discuss potential challenges.

  • We're with you all the way

    Buying a home takes time and it can be tough to stick with your plan through market ups and downs. If you don’t have the time, interest, or resources to create a plan, our advisors can help you develop a savings strategy and stay on track.

Our philosophy puts your goals first

Buying a new home is often filled with emotion: It can be exciting, confusing, rewarding, and scary. Having a trusted advisor can take some of the stress out of saving and help you feel you're doing all you can to reach your goal.

Vanguard advisors use a goals-based investing philosophy. This type of investing allocates assets to your personal goals. By constructing a separate portfolio for your home purchase, you can track your savings and feel confident that you're making progress. In addition, your risk tolerance and timeframes can be customized to each goal.

Best of all, establishing and implementing a sound plan can help you stay grounded when the market becomes turbulent, so you can make better decisions for your money.

Frequently asked questions about Vanguard advice

Introducing Vanguard Personal Advisor Services®

Buying your own home is part of the American dream—but the process to get there can be challenging. You may find that looking at home-buying expenses is overwhelming and wonder where to start. This is where a financial advisor can add value. Vanguard Personal Advisor Services® can help you uncover the right savings strategy to buy a home. Together, we’ll create a personalized plan based on your individual needs and financial situation, using investment strategies with low-cost Vanguard ETFs® and mutual funds. We'll also track your progress and revise your plan when needed. With Vanguard Personal Advisor Services, you can start saving for your dream home today.
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Vernell Peter-Koyi, Vanguard advisor, reader, gardener

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.

Planning for retirement?
Create a tax-smart investment portfolio?
Estate planning?
Considering health care costs?

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

Vanguard ETF Shares are not redeemable with the issuing Fund other than in very large aggregations worth millions of dollars. Instead, investors must buy and sell Vanguard ETF Shares in the secondary market and hold those shares in a brokerage account. In doing so, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling.

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.

While Vanguard Advisers, Inc. doesn't have advisors located in every state, we're available to help you nationwide over the phone or virtually.
The services 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 Vanguard Personal Advisor Services Brochure for important details about the service, including asset-based service levels and fee breakpoints.