Partner with a Vanguard advisor

Working with an advisor could help you earn more toward your goals. Get the personal attention you need—at the low cost you’d expect from Vanguard.

Learn more about Vanguard Personal Advisor Services®

See what you get when you partner with a Vanguard advisor and how that advisor stays focused on you.

Get answers to your questions and help with your enrollment ($50,000 minimum).

Investing goals

Whether you're working with an advisor or managing your own portfolio, the first question is always the same: What are you saving for?

Start early and save regularly to help secure your financial future.

Get a checklist of things to do in the few years before you retire.

Make the most of the money you worked so hard to save.

Find out how much you'll need and how to get started.

Avoid dipping into your savings by building an emergency fund.

Set aside money for other big purchases you're anticipating.

Life events

Life takes both planned and unexpected turns. Is it time to take a fresh look at your finances?

See how life events could change your investment strategy

Getting married? Welcoming a new child? See how these and other events could impact your finances.

Starting a new job—or your own business? Put some of your income to work toward your investment goals.

Has someone left you a Vanguard account? Find out how to transfer it into your name.

Other resources

Understand the basics of investing, use calculators and tools to help you make smart decisions, and find all the tax information and forms you need.

Explore all the resources available to you

Define your goals—then create a plan for achieving them.

Create or fine-tune your investment strategy.

File your taxes the right way, the first time.

Save your stamps—most forms can be completed online.

Protect your legacy—keep your designations up to date.

Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC

Vanguard average expense ratio: 0.19%. Industry average expense ratio: 1.03%. Sources: Vanguard and Lipper, a Thomson Reuters Company, as of December 31, 2015.

For the 10-year period ended March 31, 2016, 10 of 10 Vanguard money market funds, 46 of 54 Vanguard bond funds, 18 of 18 Vanguard balanced funds, and 112 of 122 Vanguard stock funds—for a total of 186 of 204 Vanguard funds—outperformed their Lipper peer-group averages. Results will vary for other time periods. Only funds with a minimum 10-year history were included in the comparison. Source: Lipper, a Thomson Reuters Company. The competitive performance data shown represent past performance, which is not a guarantee of future results. View fund performance

Vanguard is client-owned. As a client owner, you own the funds that own Vanguard.

Vanguard provides services to the Vanguard funds and ETFs at cost.