VICKERY LANGLEY WEALTH MANAGEMENT, LLC
VICKERY LANGLEY WEALTH MANAGEMENT, LLC is a highly regarded financial firm that provides expert advice and guidance to individuals, families, and businesses looking to secure their financial future. With years of experience and a team of knowledgeable advisors, VICKERY LANGLEY WEALTH MANAGEMENT, LLC is dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert guidance and advice for individuals, families, and businesses
- Years of experience and a team of knowledgeable advisors
- Dedicated to helping clients achieve their financial goals
Facts and Insights
VICKERY LANGLEY WEALTH MANAGEMENT, LLC has established itself as a trusted partner for its clients based on its commitment to excellence and client satisfaction. The firm offers a wide range of financial services and solutions, tailored to each client’s unique needs and goals, ensuring they receive the best possible outcome.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Investment planning and management
- Estate planning and wealth transfer
- Retirement planning
- Insurance and risk management
- Tax planning and preparation
- Education planning
- Business succession planning
Client Types
- Individuals and families
- Small business owners
- Retirees
- High-net-worth individuals
- Trusts and estates
Fees & Compensation
VICKERY LANGLEY WEALTH MANAGEMENT, LLC operates under a fee-only model, which means the firm does not receive commissions for selling financial products. Instead, clients pay a fixed percentage based on the assets under management. This fee structure ensures that the firm’s advisors act as fiduciaries, prioritizing the client’s best interests at all times.
Background
VICKERY LANGLEY WEALTH MANAGEMENT, LLC was founded by John Vickery and Sarah Langley, two experienced financial advisors with a passion for helping individuals and families secure their financial future. With a combined experience of over 30 years, John and Sarah have built a team of skilled and dedicated advisors who share their commitment to providing exceptional guidance and advice to clients.
Financial Advisor Disclosures to Know
VICKERY LANGLEY WEALTH MANAGEMENT, LLC takes its responsibility as a financial advisor seriously and adheres to all industry rules and regulations. The firm’s disclosures can be found on its Form ADV, which is available upon request.