Neil Vannoy| MBA, CFP®
Vannoy Advisory Group, Inc.
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
San Antonio, TX 78205
Round Rock, TX 78681
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Vannoy Advisory Group is a fee-only financial planning and investment management firm with offices in Round Rock and San Antonio, TX. We serve Clients throughout Central Texas.
Neil is President of Vannoy Advisory Group. He founded the company in late 2007 to give individuals access to professional financial planning and investment management without any sales pressure or hidden commissions.
Neil is a CFP® Practitioner, a NAPFA-Registered Financial Advisor, a member of MENSA, and has over a decade of experience in the financial services industry. He was a contributor to the book Investing in an Uncertain Economy for Dummies®, has been featured on Morningstar.com, and co-hosts a weekly financial segment each Monday morning for a local NBC affiliate.
Summary of Neil's Credentials
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Series 65 Investment Advisor Representative
- Boston University – Certificate in Financial Planning
- Pepperdine University – MBA
- Texas State University – BS and BA Degrees
"Our goal is to help people overcome their worries and concerns about money and investing so they have more time to focus on what's most important to them." –Neil Vannoy, MBA, CFP
We believe that financial planning is the most important part of the work we do. That being said, a financial plan doesn’t have to be complex and run hundreds of pages to provide value. A great financial plan only needs to answer two questions:
1. Where do I want to go financially?
2. What will it take to get there?
We don’t produce canned financial plans. Our financial plans are customized for each Client’s unique situation, and we involve Clients in all phases of the planning process. Together we’ll define and prioritize your financial goals, discuss the assumptions used in the planning software, and put together your desired “what if” planning scenarios in your financial plan.
Our investment process starts with a financial plan. If you think of your plan - however simple or complex it may be - as a customized financial roadmap, then your investments are the vehicle that will get you to your financial destination.
The portfolios we design are based on each Client’s unique situation. You will never be assigned to standardized model portfolios based on your answers to a generic risk tolerance questionnaire. After all, what good is a portfolio that fits your risk tolerance if it doesn’t fit your financial goals?
Together we’ll customize an investment portfolio and investment strategy based on your financial goals. Our investment advisory (IA) services will make sure your investment strategy is implemented properly, your portfolio is monitored regularly, and your investment mix changes as your financial needs and goals change.