CONSULTANT PARTNERSHIPS

Advice

 

Help your clients understand the value of financial advice

With robust advice options, you can:

  • Give plan sponsors confidence knowing their fiduciary responsibilities are being addressed.
  • Ensure participants are receiving the financial support they need.
Finances are the leading source of stress for 57% of U.S. employees, with 74% seeking guidance when dealing with financial decisions, crises, or life events.1
1PwC's Employee Financial Wellness Survey. PwC, 2023.

Feel good about the advice you recommend

Vanguard offers two distinct advice packages that each offer unique advantages in helping participants take control of their finances and stay on track for retirement—and beyond.

Advice from Vanguard

Our proprietary advice solution, with three services built to offer complete support for financial well-being:

Vanguard Digital Advisor®

Vanguard Personal Advisor®

Vanguard Situational Advisor™

Advice powered by Edelman Financial Engines

Edelman Financial Engines’ personalized, independent advice solutions with two distinct yet consistent service offerings:

Personal Online Advisor

Vanguard Managed Account Program

Let’s talk

Your Vanguard team is here to offer guidance and support to help you and your clients achieve the best possible outcomes. Enter your email below and we’ll be in touch shortly.


All investing is subject to risk, including the possible loss of money you invest.

Vanguard Digital Advisor's and Vanguard Personal Advisor's services are provided solely by Vanguard Advisers, Inc. (VAI), a registered investment advisor. Please review the Vanguard Digital Advisor and Personal Advisor brochure for important details about these services. Vanguard Digital Advisor's and Personal Advisor's financial planning tools provide projections and goal forecasts, which are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results.

Vanguard Situational Advisor is provided by Vanguard Advisers, Inc. (VAI), a registered investment advisor. Eligibility restrictions may apply.

VAI is a subsidiary of VGI and an affiliate of VMC. Neither VAI nor its affiliates guarantee profits or protection from losses.

The Vanguard Managed Account Program ("the Program") is an advisory service offered by Vanguard Advisers, Inc. ("VAI"), a federally registered investment advisor and an affiliate of The Vanguard Group, Inc. ("Vanguard"), to participants in employer-sponsored retirement plans for which Vanguard provides recordkeeping services. VAI also offers Personal Online Advisor ("POA") to participants who want online access to point-in-time advice as an alternative to VMAP. Vanguard is owned by the Vanguard funds, which are distributed by Vanguard Marketing Corporation, a registered broker-dealer affiliated with VAI and Vanguard. Financial Engines Advisors L.L.C. ("FEA") acts as an independent sub-advisor for both the Program as well as POA. FEA is an independent, federally registered investment advisor that does not sell investments or receive commission for the investments it recommends with respect to the services which it is engaged in as sub-advisor for VAI. Neither Vanguard, FEA, nor their respective affiliates guarantee future results. Vanguard will use your information in accordance with Vanguard's Privacy Policy.

Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All rights reserved. Used with permission.