By Ember E. Martin, CFP®
When it comes to money, many of us believe that having lots of it is the be-all, end-all goal. And while, yes, money does make the world go round, we believe that money is a tool, not a solution; a tool to help you live your life in a way that brings not only security but fulfillment too. At Vested Wealth, our mission is to help you live a better life by designing a road map that combines your values with an achievable financial life plan. After all, what is all that hard work for if it doesn’t add up to a better life? Are you in?
Who We Are
Vested Wealth is an independent financial planning firm committed to helping our clients achieve a higher quality of life through customized advice and an unmatched level of personal service. We go above and beyond what you expect by offering creative solutions and results-driven services that allow you to make the best use of your financial resources, freeing your time to enjoy what matters most in life. Our comprehensive process shows you where you are, protects you from financial dangers, manages your investments, and gives you a realistic plan for every aspect of your financial future. Want to see how we make this happen? We thought so.
What We Do
No matter what brought you through our door, our process always starts with discovery; discovering your passions, your fears, your goals, your personality, and your current financial situation. We want to build a foundation that reflects what you want and who you want to be. With all that data in hand, we then dive into your financial plan.
With tailored solutions and a relentless approach to educate our clients, we strive to help you develop an informed and intelligent decision-making process to carry you through the rest of your life. From financial check-ups and retirement planning to tax analysis and investment management, our services meet you where you are and take you where you want to be.
Who We Serve
While we serve a diverse range of clients, we specialize in serving four specific groups: professional partners or partners-in-waiting of law, medical, consultancy, and tech firms; rising millennials; independent women; and small businesses wanting to provide a retirement plan for their employees. Regardless of their differences in age and vocation, the common thread between all of these groups is the desire to control their destiny and make the most of the life they have. They are busy, successful, highly educated, and want to partner with someone who puts them first and customizes plans that fit their life.
The Vested Wealth Difference
There are a lot of financial advisors out there. So why would you work with us over someone else? Great Yelp reviews? A gut feeling? Choosing someone to oversee your financial affairs could be one of the most important decisions you make and that’s not something to take lightly. Our clients tell us that they choose to work with us because of our reputation of integrity, our commitment to transparency, and our passion for serving as a steward of your money and financial future. We listen before we act, we have experience and expertise in many different areas, and we love to educate you on what matters. That’s what you can expect from Vested Wealth Advisors.
Our Goal For You
What it comes down to is this: we measure our success by the quality of life you achieve. As fiduciary advisors, we provide you with the security of knowing that a trusted partner is looking out for you and eliminating your financial blind spots. If you want clarity of purpose and the freedom to live as fully as possible, schedule a free 15-minute introductory phone call online or reach out to me at 844-548-2887 or info@vestedwealthadvisors.com to see if we’re the right fit.
About Ember
Ember E. Martin is founder and managing principal at Vested Wealth Advisors, an independent financial planning firm. With over 20 years of investment managing and financial planning experience, plus his CERTIFIED FINANCIAL PLANNER™ (CFP®) credential, Ember strives to help his clients live a high-quality life through customized advice and an unmatched level of personal service and confidentiality. Ember has become known for providing personalized guidance, creative solutions, and results-driven services that go beyond what many have come to expect from traditional financial advisors. When he’s not working, Ember enjoys sharing life with his high school sweetheart, Donna. You can also find him cooking, reading, traveling, hiking, playing chess, and spending time with his two teenage daughters, Lucie and Truly. To learn more about Ember, connect with him on LinkedIn.