“We are committed to disrupting the norms of the finance industry, offering a highly customized and hands-on experience to our advisors, and a world class solution set to our clients.”
“As an organization, we are committed to a culture of community, collaboration and impactful investing. Together, anything is possible.”
Our advisors and clients are as unique as our firm. The journey to wealth management is different for everyone and at Vanderbilt, our highest calling is to provide the flexibility and guidance needed to maximize a dynamic future, whatever it may hold.
Whether you are ready for a change or just dipping your toes in the water, we invite you to learn more about our unique firm through exploring our website, connecting with us on social media, or visiting us at our headquarters in Woodbury, New York to meet our wonderful team.
Our highest calling is to provide the flexibility and guidance needed to maximize a dynamic future, whatever it may hold. Whether impact investing and aligning with one of the UNSDGs is a top priority, or your objectives are currently focused on simply accessing the best resources to make an impact in the financial lives of your clients, you’ve come to the right place.
At Vanderbilt, consistent with our own roots, we have a special place in our hearts for entrepreneurs and business owners who are seeking to make a difference in the world through their work. Our chairman, Steve Distante, has a long history of work with entrepreneurs and business owners, and we welcome you to engage with us, knowing that our community is designed with your needs in mind.
Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions and Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. For additional information on services, disclosures, fees, and conflicts of interest, please visit Important Disclosures | Privacy Policy | SEC Rule 606 | Public BCP
VFG uses Ethos ESG Research, an industry leader in driving ESG and Climate transparency through objective measuring and modeling of ESG characteristics. Learn more at www.ethosesg.com. VFG and its affiliates support and promote Environmental, Social, and Corporate Governance (“ESG”), Socially Responsible Investing (“SRI”), and Impact Investing, but the Firm and its affiliates do not require or mandate that its financial professionals engage solely in related activities. Clients of the Firm and its affiliates are not required to adopt or invest in any specific security, strategy, or portfolio. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
