Plan purposefully. Live richly.
Financial planning is about more than just your money—it's about your life.
Here in Vero Beach, our Herndon Wealth Services team takes a comprehensive approach that aligns your money with your values so you enjoy the fruits of your labor today while building a solid foundation for tomorrow. Whether you're a rising star or ready to embrace retirement, we'll create a personalized strategy that evolves with you so that your money always supports your dreams.
Failing to plan is planning to fail.
With marketers and society constantly pushing you to spend your money their way, it's easy to get pulled off track and find yourself living someone else's idea of the good life. The dangers are all too real:
You're stuck on financial autopilot.
You feel like you are drifting through life without a clear purpose or financial direction. Have you envisioned your best life?
Your priorities are misaligned with your goals.
Your spending doesn't match your true values and aspirations. Do you have a plan that aligns your money, your vision, and your values?
You're afraid to make financial mistakes.
Realizing too late that your financial choices don't support your goals. Do you have a plan that lets you live richly today and tomorrow?
Gain clarity, confidence, and control to make your dreams your reality.
Financial planning should give you clarity, not confusion; confidence, not uncertainty; control, not chaos. That's the difference our Herndon Wealth Services team in Vero Beach delivers.
Your values and vision + Our service
= Peace of mind
Our flat-fee membership is designed to save you money.
At Herndon Wealth Services, we like to keep things simple. We charge one low monthly fee for the most comprehensive financial planning services we know of. For most clients, it works out to much less than the percentage of assets and investment fees many advisors charge. And you get so much more, including:
- A comprehensive financial plan that aligns your values and your money
- Quarterly meetings to keep you on track and your plan current
- A dedicated family-office-style team of financial advisors
- Dedicated tax planning meetings throughout the year with your financial advisor and our CPA partners
- 3-year audit of business, real estate, and personal returns
- Access to discounted 1040 tax preparation and filing from our CPA partners
- Free Will & Estate Plan
- Risk mitigation strategies to protect your wealth and your family
- No commissions, hidden fees, or kickbacks…ever
- We don't require you to move your money
- No high-pressure sales tactics—we're here to serve
- No risk or style buckets—investments personalized to your plan
Start planning your best life today.
Your dream life is waiting. Our Vero Beach team makes it simple to begin your journey to financial freedom. Follow these three easy steps to get started.
1
Book a meeting.
Our online scheduling makes it a breeze to find the best time for you.
2
Meet your advisor.
Get to know your advisor, who will be with you every step of the way.
3
Build your plan.
We'll help you build a tailored roadmap so you can live your best life.
Comprehensive services for your Vero Beach lifestyle.
We offer many services to simplify your life and give you the confidence to pursue your dreams. Here's some of what you'll get with your membership:
Estate Planning
We'll help you become more confident that your family members are taken care of the way you envision.
Tax Planning
We proactively reduce your tax burden and strive to build a relationship with you to become your trusted financial advisor.
Philanthropic Planning
We will work with you to clearly define your philanthropic style and help you maximize the impact of your gifts.
Retirement Planning
Our team helps you define your ideal retirement and creates a personalized strategy to achieve it, adjusting as your life and goals evolve.
Investment Planning
Our wealth management firm is dedicated to helping clients develop a portfolio of both traditional and alternative investments.
Financial Planning
As your advisor, we'll show you how to take proactive steps that will align your finances to help your long-term objectives.
Chart your path, one quarter at a time.
Life doesn't stand still, and neither should your financial plan. That's why our Vero Beach team meets with you quarterly to review, update, and optimize every aspect of your wealth management strategy. Whether your goals have evolved or life has thrown you a curveball, these sessions ensure you stay on course, and we adapt your plan to keep you moving forward.
Navigate life's twists and turns with confidence.
We fit your investments to your life.
Cookie-cutter portfolios have no place here. Our personalized investment management platform ensures your investments perfectly match your one-of-a-kind financial plan and cash flow needs.
A smarter approach to investing
Traditional investment plans focus on beating benchmarks, not funding your life. Our cutting-edge investment platform uses detailed cash flow projections and Nobel-Prize-winning smart-beta investing strategies to create a personalized plan that helps make your financial vision a reality.
Innovative technology, timeless dedication
Experience the perfect fusion of advanced technology and committed personal attention. Our custom software enables us to manage your investments with exceptional efficiency and precision. Our advisors pair that with an unwavering dedication to providing extraordinary service and support. Always there when you need us.
Take your first step towards financial freedom.
Our Vero Beach advisors are ready to show you how you can align your wealth with your values. Book a meeting now and take your first step towards financial freedom.