Updated May 30, 2024
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Vista Capital Partners

Investment Advisor Firm
Total assets under management$2.1B
Years in business23+

About Vista Capital Partners

Vista Capital Partners is a financial advisory company established in 2001 to address a common issue: individuals' life savings are frequently subject to chance. The company's approach centers around replacing market timing and stock selection with low-cost index funds and a long-term strategy, thereby eliminating uncertainty from clients' portfolios and overall financial well-being.

By employing careful financial planning and thoughtfully constructing portfolios, Vista Capital Partners provides clients with a clear investment trajectory. This approach equips clients to make informed decisions regarding their finances and offers a greater likelihood of achieving their most important goals.

With an emphasis on long-term growth and stability, Vista Capital Partners helps individuals navigate the complexities of the financial world by minimizing risk through diversified index fund investments. In doing so, they aim to provide peace of mind and enhance clients' overall financial security.

Vista Capital Partners has built its reputation on providing approachable guidance that prioritizes clients' best interests. The company strives to offer individuals the tools they need to achieve financial success through their commitment to thoughtful planning, portfolio construction, and low-cost investment options.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Portfolio Construction
  3. Retirement Planning

More about Vista Capital Partners

DesignationsMinimum asset threshold
Registered Investment AdvisorN/A
Firm CRD NumberNumber of advisors
11491318

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Vista Capital Partners.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings