Our Mission

Realizing Hopes & Dreams

Everyone wants to have enough money to live well, but what do you really want to achieve with your wealth? What are your hopes and dreams?

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Our Services

What We Do

At Vickery Financial, our goal is to put the power of markets on your side to help you manage and grow your wealth.

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Our Advisers

Who We Are

We invite you to learn more about our background and experience, and welcome you to sit down with us for a meeting to get to know us in person.

Learn about our advisers

What are Your Hopes and Dreams?

Our mission is to help our clients realize their hopes and dreams by creating comprehensive, personalized financial plans to help protect, manage and grow their wealth.

When you meet with us for the first time, we’ll spend most of the meeting learning about where you’ve been in life and where you plan to go.

We want to learn about your plans for your family and your goals for retirement. Are you on track or is it time to make an adjustment? How do you feel about investment risk?

We seek to form relationships with our clients so that we’ll understand who they are and where they’re going. This allows us to provide the highest quality of personal financial guidance.

Many financial advisers have a plan for you even before you meet with them. They offer all of their clients similar advice and services regardless of their unique needs.

We’re different.

  • We’ll listen to you and only suggest financial strategies that work to serve your needs.
  • We’ll always be there as a sounding board to help you stay on track.
  • We’ll continue to listen to you and adapt your financial plans as your life and needs evolve.

Get in touch with us to schedule a meeting