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A Common Interest in Changing the World

Posted by Vanderbilt Financial Group on 7/26/19 2:15 PM

Editor’s Note: Each month Vanderbilt Financial Group features an advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these advisors offer sage advice and best practices for boosting your business on your terms according to your values. This month’s Advisor Spotlight features Bob Goellner and Max Mintz of Common Interests Financial. 

 

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Topics: Impact Investing, Vanderbilt Financial Group, The Advisor Spotlight

The Professor and Lifelong Learner

Posted by Vanderbilt Financial Group on 6/28/19 10:00 AM

Editor’s Note: Each month Vanderbilt Financial Group features an advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these advisors offer sage advice and best practices for boosting your business on your terms according to your values. This month’s Advisor Spotlight features Jack Chite, President of Vanderbilt Insurance.

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Topics: Financial Advisors, Retirement Planning, The Advisor Spotlight

An Innovative Advisor focused on Impact Investing

Posted by Vanderbilt Financial Group on 5/31/19 4:15 PM

Editor’s Note: Each month Vanderbilt Financial Group features an advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these advisors offer sage advice and best practices for boosting your business on your terms according to your values. This month’s Advisor Spotlight features Mehul Thakker of Empowered Investments.

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Topics: Financial Advisors, Impact Investing, The Advisor Spotlight

Impact Leadership Retreat

Posted by Jeso O'Neill, Chief Marketing Officer on 5/23/19 9:25 AM

For our first VFG Impact Leadership Retreat, Vanderbilt brought together the leaders within our impact investing group to learn and connect over the ideas currently circulating within our community.

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Earth Week 2019: VFG Action Heroes

Posted by Vanderbilt Financial Group on 5/8/19 2:34 PM

As "The Sustainable Wealth Management Firm", making an impact and giving back to our community is at the core of the Vanderbilt Financial Group values. Our team, family and friends came together for a week of impactful actions that helped clean-up our environment and bring awareness to the growing movement of sustainable living. Read on for a recap on our fun week celebrating the Earth and living our values inside and outside of our professional lives....

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Topics: sustainability, United Nations, earth day, renewable energy

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