Vista was founded in 2001 to solve a problem: people’s life savings are too often left to chance.
Trading market timing and stock picking for low-cost index funds and a long-term plan, we sought to eliminate chance from our clients’ portfolios—and from their financial lives.
Today, we use thoughtful financial planning and portfolio construction to give you a clear path forward, the ability to make better decisions, and a higher probability of accomplishing what matters most.
Learn What’s Possible
Bring your vision into focus and start moving toward your dreams. Whether you want to plan for retirement, create a college fund, minimize your taxes, or build a legacy, we’ll help you prioritize your goals and build a personalized financial plan to get where you want to go.
Want to work with Vista?
We’d love to meet you.