Scott Vance
CFP®, EA
Trisuli Financial Advising
Financial Advisor
Scott Vance
CFP®, EA
Trisuli Financial Advising
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Scott Vance, CFP®, EA
Fee-Only financial planner located in Holly Springs, NC, serving clients locally and across the country
Scott Vance is a Holly Springs, NC fee-only financial planner. Trisuli Financial Advising provides comprehensive, ongoing financial planning and investment management to help fellow veterans organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Scott Vance is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Scott Vance began his career in the financial industry soon after retiring from the Army, where he spent 23 years of his life. His military background provides him with great insight into the issues faced by soldiers and veterans, however, he’s happy to help people from all walks of life. Scott is currently an Enrolled Agent and a CFP®.
Scott was born and raised in Pennsylvania. Throughout his childhood, high-school and college years, he spent time working at his parents’ small business, assisting with bookkeeping and other responsibilities. This is where his love for finances began.
Scott and his wife, Amy, live in Holly Springs, NC. Together, they have a son, Brandon. As a family, they love to ski in the winter and go kayaking, biking and SCUBA diving in the summer. The highlight of his overseas experiences as a military veteran was a year spent in Kathmandu, Nepal advising the U.S. Ambassador to Nepal on foreign military training.
We are a fee only firm specializing in the planning needs of military members. We are prior service former members of the military and have experienced the issues faced by military members and so have a thorough understanding of those situations.
My specialty in taxes enables me to uncover military-specific savings that often go overlooked. As a fee-only, independent advisor, I pride myself on simplifying your life, not adding to it. I am a member of the XY Planning Network and the Military Financial Advisors Association.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Scott Vance is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Scott Vance is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Scott Vance is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Scott Vance is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Scott Vance is a Member of The National Association of Enrolled Agents (NAEA)Enrolled Agents (EAs) are America's Tax Experts®. EAs are the only federally licensed tax preparers who also have unlimited rights to represent taxpayers before the IRS. “Enrolled” means to be licensed to practice by the federal government, and “agent” means authorized to appear in the place of the taxpayer at the IRS. Only enrolled agents, attorneys, and CPAs have unlimited rights to represent taxpayers before the IRS.
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Trisuli Financial Advising is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Scott Vance is a Member of the Military Financial Advisors Association
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Scott Vance is the Host of the Sheepdog Financial Podcast
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Scott Vance is the Owner of Taxvanta - Tax Preparation & Planning and Advising
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Scott Vance Contributes to Kiplinger
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Scott Vance is a Featured Guest on the Wine and Dime Podcast: "From Active Duty to Financial Planner"
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Scott Vance is a Featured Guest on the Friends on Fire Podcast
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Scott Vance is Quoted in MarketWatch: "‘Should I buy Tesla stock?’ As the company says it will sell $2 billion in new shares, financial advisers offer tips for rookie investors"
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Scott Vance Contributes "The Equifax Hack" to the Kentuckiana Real Estate Investors Association Blog
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Scott Vance Contributes "Are you a Real Estate Professional?" to the North Carolina Real Estate Investors Association Blog
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Scott Vance is Quoted in Forbes: "Avoid These Top Retirement Planning Mistakes, Straight From Financial Planners Who've Seen Them "
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Scott Vance Contributes "Forgotten depreciation deduction a major tax issue" to the North Carolina Real Estate Investors Association Blog
Contact Scott Vance
Office Locations:
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104 W Ballentine St
Holly Springs, NC 27540
