Vandalia Wealth

Vandalia Wealth provides discretionary investment management, wealth management, and financial planning to a mix of clients that includes individuals, high‑net‑worth households, trusts, businesses and retirement plans. The firm also offers retirement plan advisory work, serving as a fiduciary under ERISA and providing services such as IPS design, benchmarking, vendor analysis, participant education and ongoing investment oversight.

The firm constructs portfolios primarily from diversified, low‑cost mutual funds and ETFs while also considering individual securities, bonds, alternatives and digital assets when appropriate, and employs fundamental, technical, cyclical and charting analysis with a generally long‑term orientation. Vandalia Wealth frequently implements strategies via model portfolios and may engage unaffiliated sub‑advisors or TAMPs (notably Axxcess) to provide day‑to‑day management and back‑office support while retaining overall oversight and manager due diligence.

Compared with many peers, Vandalia Wealth combines an institutional retirement‑plan advisory capability (3(21)/3(38) consulting) with an uncommon multi‑office footprint and a formal practice of selecting and overseeing other advisers for client mandates. The firm also offers standalone financial planning on an hourly basis and makes use of third‑party sub‑advisors and TAMP platforms, practices that are less typical among investment managers of its type.