Everyone has a unique vision for their lives.
Let us help you develop a plan that meets your needs and goals
NOS VIES - - OUR LIVES
Almost every financial planning conversation we have may start with money but relates back to their lives. That’s where the “vi” part of our new name comes from — it’s short for “vies”, the French word for “lives”. The “No” part is a phonetic spelling of the French word “nos”, which means “our”.
It’s about our relationships — our shared lives — with clients like you.
We offer customized, non-proprietary solutions solely in our Clients’ best interest.
Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.
It's more than just investing successfully. We understand the big picture.
YEARS IN BUSINESS
EMPLOYEE OWNED FIRM. CONFLICT FREE ADVICE
CFP® TO CLIENT RATIO
WE SERVE CLIENTS ALL ACROSS THE COUNTRY WITH OUR STATE OF THE ART TECHNOLOGY