Before you choose a financial advisor, be sure you’ve found one whose investment philosophy matches your own. At Vosler Investment Group we are long-term strategic investors, not market timers. We utilize an asset allocation strategy and emphasize portfolio rebalancing as a means of buying low and selling high. We carefully select from a multitude of investment products to help build your portfolio and, ultimately, your legacy. But leaving something after you're gone for those most important to you takes a long-term commitment. Our broker/dealer, LPL Financial, is one of the leading independent brokerage firms in the nation*. LPL professionals provide us with compliance and operational support, as well as market and economic research from one of the largest unbiased research departments in the industry. Since LPL Financial does not market its own products, you will receive impartial advice and strategies to the challenges of wealth accumulation and management.
Our planning expertise is not limited to investment guidance only. We are independently licensed to offer insurance services, including life, annuities, and long-term-care planning. We go beyond planning your financial future to monitoring its progression, reviewing alternatives and making changes when necessary. Barry and Angela take the time to build customized strategies, tailored to meet your individual needs.
*As reported in Financial Planning magazine, June 1996-2012, based on total revenue.