Scott Vance (CFP®, EA)

Scott Vance focuses in the
following client markets or areas of practice:

  • AUM
  • Federal Employees
  • Fixed Fee (Subscription, Retainer, etc.)
  • Middle Income Client Needs
  • Tax Planning

Planning Specialties

I believe in growing wealth on purpose, with intentionality, and for the long term; And growing wealth for a purpose, using money not as a measure of significance, but as a tool to create significance. I am dedicated to providing financial, estate and tax planning services. I focus on the client’s agreed upon financial goals, typically bringing together a professional team to generate both short-term and long-term solutions. My personal communication skills and professional acumen benefit clients in the following ways: • Identify current deficiencies • Create an integrated financial / life plan • Mitigate complex financial problems • Reduce significant estate planning challenges • Recommend and implement changes • Monitor progress and readjust as needed to ensure long-term success

Additional Information

As an advisor and coach, my goal is to create an environment where questions are encouraged and judgment is not allowed; a place with someone to turn to with those questions you’ve been carrying around, someone who won’t laugh or dazzle you with financial jargon. A place where you can expose your financial self without fear and get an alignment check: Are you using your money for the people and things that matter to you, in ways that will get you where you want to go? Are you supporting the causes and industries you believe in, to do good while doing well? That’s the financial planning I believe in.

NAPFA Start Date

April 08, 2020


This Office

300 S Main Street Holly Springs, NC 27540-8830 Phone: (919) 589-7760