Vault HomepageWatch Videos

Meet Vault Wealth.

Watch the short videos below to learn more about us
Watch Videos

Why Vault Wealth?

Not all "advisors" are created equal. We're different, we'd love to show you how.
Hand held out with a heart shape above the hand to symbolize we care about what's important to you

Fiduciary

Fi-du-ci...watch your language! Simply put, this means we put your needs first, regardless of how we get paid.

CFP® Professional

Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.*

*Source: www.cfp.net, www.cerulli.com
Bar chart moving upwards with people appearing to be building it with the Vault Bullseye logo on top to symbolize Vault building your plan

Holistic

Comprehensive in the fullest sense of the word. We leave no stone unturned when we build your plan.

The Videos.

7 really short videos to answer the most common questions we hear.

Introducing Vault Wealth

Schedule Intro

What do you love most about your job?

What services do we provide?

How will we communicate with you?

What is our investment philosophy?

How do we get paid?

How do we measure progress?

Who We Serve

Some advisors only serve one kind of client, but we don't put our clients in the proverbial "box". We realize that we quite literally put them in boxes below, but you get the idea right??

The Vault Wealth System™ is built to help you where you're at.

Whether you’re just out of college or you feel like you should be saving for your kids college, we can help. Google causes lots of information overload, so we’ll help you understand what matters most so you can make the right moves.

+

Families

We understand the challenge of keeping your personal finances separate from your business. Your time is valuable, you deserve to spend it building your business and the life you dreamed of. Not losing sleep wondering if you’re on track.

+

Entrepreneurs

Healthcare, Equine, Attorneys, Engineers, IT, and more! A healthy income doesn’t automatically equate to financial freedom. We’ll help you turn a good earned income into passive & portfolio income so one day work can be optional.

+

Professionals

You’ve worked hard and deserve to retire confidently. You shouldn’t have to worry about inflation or market dips. From Social Security to Medicare, we’ve got you covered. Know you're invested right and your finances are optimized.

+

Retirees

Ready To Learn More?

Schedule a no obligation, no pressure meeting with our founder, Luke Milholland, CFP® to get acquainted and find out if we are a mutual fit.

You have a
God-given purpose.

Is your relationship with money serving as a catalyst in
accomplishing that purpose or a culprit in sabotaging it?