Getting Started


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

Your financial plan starts with a vision for your future. Once you’ve defined what’s important, we can help you decide what to do. This can include:

  • Preparing for retirement
  • Minimizing your taxes
  • Managing your risk
  • Saving for college
  • Managing your debt
  • Planning a legacy
  • Giving back

Whatever your goals, we’ll help bring them into view and build a personalized plan to get there.

Read our disclosures about our services

Financial Planning


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


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?

We’d love to meet you.