
Looking for trusted financial advice?
Our financial advisors are ready to serve you with your best interests at heart in the Livingston, New Jersey area*.
Get startedCall nowIntroducing 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.
Have other investing goals in mind?


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.
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
Talk to an advisor
Still have questions? Call to speak with a Vanguard investment professional.
800-992-5541
800-992-5541Mon though Fri 8 a.m. to 8 p.m. EST
*While Vanguard does not have physical locations in Livingston, New Jersey 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.