Integrity, education and collaboration are at our core
Time is important to you, and it is to us too. That’s why we make the most of it when it comes to your financial planning. We approach every interaction and decision with integrity and a collaborative approach because having you actively involved in your financial plan is important.
As a Fiduciary Firm we always act in the best interests of our clients.
This includes the Duty of Loyalty, the Duty of Care, and the Duty to Follow Client Instructions. More importantly, it means talking with you about everything you need to consider, whether you’ve thought about it or not.
Over the past 20 years, we’ve been helping families create the lasting financial strategies to prepare them for and get them through all stages of life while enjoying all those precious moments along the way. Because retirement is meant to be enjoyed but getting there is too.
We have the resources of a large firm, with the personal attention of a small practice. Meet Vawdrey Wealth Management Group and experience the difference for yourself.
Jodi Vawdrey
Financial Advisor
KC Vawdrey
Operations Manager
KC is an operations manager bringing fresh perspective and personalized support to Vawdrey clients based on his years of customer service experience. During his work in the automotive industry he helped make people whole again after...
