Integrated Planning
Tax + Estate + Investments
We bring every piece of your financial life together to uncover opportunities others miss.
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About Vickers Financial Group
A Firm Built Around How Wealth Actually Works.
Most financial professionals work in silos. We built Vickers Financial Group to bring tax, estate, investment, and business planning together into one coordinated strategy.
Founder's Message
A Coordinated Approach for a Lifetime of Goals
"What keeps you up at night?"
Everything we do at Vickers Financial Group is guided by your interests as we place our clients' well-being as the first and only priority. Your CPA doesn't talk to your attorney. Your financial advisor doesn't coordinate with either.
The result is missed tax savings, exposed assets, and an estate plan that doesn't hold up when it matters. We coordinate the whole team.
My job is to help you feel confident that your plan is working today, and built to last for generations.
— Garth Vickers, Founder
Our Philosophy
Wealth Is Not An Account. It's A System.
Income comes in, taxes go out, assets are titled and re-titled, decisions get made under pressure, and one day, it all transfers to someone else. The job of a planning firm is to make sure that system runs efficiently and intentionally at every stage.
Strategy Before Product
We don't lead with a financial product. We lead with a written plan, and only then ask which tools fit it.
Structure Before Scale
Before you grow what you have, make sure what you have is protected, titled correctly, and tax-efficient.
Education Before Action
You should understand every recommendation we make. If you don't, we haven't finished explaining it.
Who We Are
The People Behind The Planning
Vickers Financial Group is a multi-disciplinary planning firm serving individuals, families, and business owners. We sit at the intersection of three professions that rarely talk to each other tax, law, and investment management and we coordinate them into a single plan.
"One day or… day one!"
The Vickers Process
1
Discovery
A no-cost conversation to understand your situation, goals, and current planning.
2
Analysis
We model your tax situation, review your current structures, and identify the gaps.
3
Strategy
You receive a written plan with specific, prioritized recommendations.
4
Implementation
We coordinate with your attorney, CPA, and custodians — or bring in trusted partners.
5
Ongoing Review
Plans drift. Laws change. We meet on a recurring schedule to keep yours current.
What Makes Us Different
Independent Advice
Clients First
Our recommendations are built around your goals — not products or commissions.
Long-Term Relationships
Generations, Not Transactions
We build lasting partnerships that support your family today and for generations to come.
20+
Years Experience
100+
Families Served
Nationwide
Planning Support
Disclosure: Vickers Financial Group, LLC provides financial planning, tax planning, and consulting services. We are not a law firm and do not provide legal advice. We are not a CPA firm and do not file tax returns unless engaged separately. Investment strategies involve risk, including potential loss of principal. Past performance is not indicative of future results.
Let's Have the Conversation.
You've worked hard to build what you have. Let's build a plan that protects it, grows it, and passes it on on purpose.