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Looking for trusted financial advice?

Our financial advisors are ready to serve you with your best interests at heart in the Ellicott City, Maryland area*.

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We all have questions when it comes to money. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals-it can be a lot to think about. Having a trusted advisor by your side can help you feel confident about your future in the Ellicott City, Maryland, area.

Introducing Vanguard Personal Advisor Services

Our advisors value true partnerships. They’ll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.

We don't work on commissions

Our advisors are salaried and don't earn commissions. They have no financial incentives to recommend certain products and will create a plan that's goal-driven, not market-driven. And they'll use the low-cost funds and investment strategies Vanguard is known for.

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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.

Low fees and tax savings

The annual cost is 0.30% of the assets we manage for you. That's 3% for every $1,000 in your portfolio. By combining low-cost funds and tax-smart strategies, our advisors maximize your tax savings so you can keep more of your money.

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 Ellicott City, Maryland we are here to help you.

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.

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 Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints.