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Independent Investment Management and Financial Planning

We are an independent, fee based Registered Investment Advisor firm located in Macon, GA. Founded by Edward Vance, CFP®, MBA. It is our mission to provide you with prudent and unbiased investment advice and financial planning solutions.

Simply put, registered investment advisers (RIA), unlike brokers or brokerage houses, must act as "fiduciaries"—that is, they must put their clients' interests ahead of their own.

The interests of our clients are always first. We will assist you in prioritizing and quantifying your financial goals, setting realistic expectations and implementing a disciplined and sensible investment and savings strategy.

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One of our most important roles is determining a suitable and appropriate asset allocation strategy by analyzing your investment time horizon, risk tolerance, objectives and cash flow needs. We help our clients invest for the long term by establishing appropriate asset allocations and adjusting those allocations upon the changing circumstances and objectives of our clients and not on the vagaries of short term stock market fluctuations. We help our retired clients decide how to take income during retirement. At Edward Vance Investment Management, we believe an effective financial advisor relationship is built on a commitment to personal attention.

Charles Schwab, DimensionalOur clients' accounts are held in custody of Charles Schwab.

We are an approved Dimensional Funds (DFA) provider.

Contact Us today at 229-999-1440 or email to schedule a complimentary consultation to discuss your investment and financial planning needs.

We are located at 2607 Vineville Ave, Suite 104, Macon, GA 31204.

Edward Vance is a CERTIFIED FINANCIAL PLANNER™ Certificant.