Vindex is Latin for Advocate. We are your advocate, simplifying the financial landscape and acting as the catalyst to get your most important priorities accomplished.

We are a multi-tiered company. Our team brings decades of experience in financial markets, insurance and general business. Our company has a 30-year track record of serving clients and dozens of support staff. Our relationship with Guardian Life Insurance Company affords us access to the nation's most notable team of tax and legal experts.

We combine concierge level service and care with comprehensive advice. And, we guide you using benchmarks that have proven to be the ten most important factors that lead to financial independence.

We use The Living Balance Sheet to organize your finances. Then, we compare your current financial position to our objective success benchmarks. Finally, we work with you to create an action plan to close the gap and get you on the right track.