Planning to purchase a new home | Bozeman, Montana
Vanguard's financial advisors are ready to help you save for your life’s goals and dreams. Start planning now in the Bozeman, Montana, area (or wherever you choose).Let's make it happen
Unbiased advice to help meet your goals
Planning for the big milestonesOur advisors can help you identify the right savings amount, establish a timeline, determine a budget, and choose investments.
Personalized to your goalsWe'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 dreamWhile 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 wayBuying 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®
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.
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.