Getting Started

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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.

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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.

Read our disclosures about our services

Financial Planning

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Focus on What Matters

Stop agonizing over which stocks to buy and when to buy them. Instead, harness the power of the world’s capital markets. Built on Nobel Prize-winning research and discipline, your optimal investment portfolio is diversified, low cost, and structured toward sources of higher expected returns.

The Optimal Portfolio

Read our disclosures about optimal portfolio construction

Investment Philosophy

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Enjoy Your Plan for Life

With your financial plan and Optimal Portfolio set, we can help you build a plan for what’s next. To successfully transition from workforce to retirement, we focus on one irreplaceable ingredient: purpose. The Purpose ProjectTM guides you through the process of redefining life after career.

The Purpose Project

Want to work with Vista?

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