Founded in 2004, Vickery Financial Services, Inc. is an independent financial advisory firm registered with the U.S. Securities and Exchange Commission. The company operates on a fee-only basis, meaning its revenue comes directly from clients rather than from commissions on product sales, which aligns its interests with those of its clients. Its core mission is to provide objective, personalized financial guidance and strategies. The firm specializes in comprehensive wealth management, which includes financial planning, investment management, retirement planning, and insurance analysis for individuals, families, and business owners.

Founded in

United States