Vanderbilt Financial Group | The Sustainable Wealth Management Firm | Investments | Life Insurance | Annuities

Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. We do this while keeping our advisors front and center, providing a world-class level of service with a “family office” feel. Headquartered in a LEED-certified Platinum building, our commitment to changing the world begins at home in our office and within our culture.

Over the years, Vanderbilt has become known as “The Sustainable Wealth Management Firm” for our commitment to providing our financial advisors and clients greater access to values-aligned investments. This journey is different for each individual and we offer the tools, resources and products to discover the impact your clients want to have through the investments they make with you. Whether aligning with one of the United Nations’ Sustainable Development Goals or simply making an impact in the financial lives of their family, we’re dedicated to helping you successfully navigate the world of impactful investments in all of its different facets.

Investments

We have over 80 years of collective equity trading and execution experience. Learn More!

Life Insurance

We offer a wide menu of term, whole life, universal life insurance products. Learn More!

Advisory Services

A collaborative atmosphere ensures that teamwork is a core value at Vanderbilt. Learn More!

Annuities

We offer a full menu of Annuity Carriers available to our Financial Advisors. Learn More!

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The Vanderbilt Difference

Vanderbilt is focused on helping financial advisors develop their businesses on their own terms. Everyone on our team displays a passionate, vibrant, and entrepreneurial vision committed to providing advisor independence with the support of a collaborative community. Founded in 1965 by two local and impassioned brothers, the modern day and rebranded Vanderbilt Financial Group* builds upon a rich legacy of serving independent advisors like you!

*Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates Securities offered through Vanderbilt Securities, LLC.

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Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade
Insurance Services offered through Vanderbilt Insurance and other agencies
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures | Privacy Policy | Public BCP

VFG and its affiliates support and promote Environmental, Social, and Corporate Governance (“ESG”), Socially Responsible Investing (“SRI”), and Impact Investing, but the Firm and its affiliates do not require or mandate that its financial professionals engage solely in related activities. Clients of the Firm and its affiliates are not required to adopt or invest in any specific security, strategy, or portfolio.

Vanderbilt Securities LLC, and Vanderbilt Advisory Services comply with Section 326 of the USA PATRIOT Act. This law mandates that we request certain information about you while processing your account application. This information is used to verify your identity.

Securities products are:
• NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE

No information on this web site should be considered a recommendation or solicitation to invest in a particular security or type of security.

Neither asset allocation nor diversification can eliminate the risk of fluctuating prices and uncertain returns.

Past performance is not indicative of future results. Please obtain from your Financial Advisor, the prospectus(es) or other offering documents as applicable for the fee-based account program and read carefully before investing.

Vanderbilt Securities LLC is not a tax advisor. We suggest you consult your personal tax advisor and/or legal representative before making tax-related investment decisions.