Vital Investment Management

Vital Investment Management is a local, independent, fee-only, fiduciary investment management and financial planning company. We are a federally covered advisor and can serve clients all across the country.

As a local boutique firm with over $150 million in assets under management, we have the personal touch and feel of a small firm, with the tools and resources of a large firm. Our clients always know the person that answers the phone when they call. Our Investment Committee meets monthly to discuss the changing economic environment and find strategic positions to put our clients in the best financial position possible.

As a fiduciary, fee-only advisor, I am always required to give the best financial advice to my clients, even if it means lower fees for me. I love building long-term, mutually beneficial relationships, and helping people achieve their financial goals. I am passionate about financial education and developing personalized financial plans suited to each of my clients unique circumstances.