About Us

Transparent Insights for a Purposeful Future

At Vance Financial Group, our purpose is to guide you as you pursue the lifestyle and retirement you desire. Our independent, fiduciary firm communicates openly and honestly, with personalized solutions to keep you on track with your goals despite life’s uncertainties. As trusted partners, we offer tailored options for a fulfilling life and future.

Flexible Plans to Enjoy Every Milestone

From graduation through retirement, your life and goals will change. We embrace flexibility, designing adaptable strategies that evolve with your needs. This prepares you for the unexpected while staying on track to pursue your ideal future and build a legacy.

Build Trust With Open Communication

We believe that honesty is the core of a solid financial partnership. By understanding your needs, we can tailor the right plans to help you feel confident about your unique journey.

Meet the Team

Our team is dedicated to helping people through client-first solutions. We prioritize transparent communication, flexibility, and customized, goals-based strategies to keep you on track for success.

Rob Vance, CFP®

Financial Advisor

720-764-6649

vancer@vancefinancialgrp.com

Kevin Vance

Chief Happiness Officer

Bean Vance

Director of First Impressions

Our Client-First Values

Our core values shape and define every relationship. We’re committed to client-first solutions with transparent communication, flexibility, and custom goals-based solutions to help you stay on track.

Drive Forward with Candor

We believe that open communication is the core of a solid financial partnership. At every level, we encourage reciprocal and honest discussions so we know how best to help and you have the knowledge to be confident in your plan.

Every Client is Different

Financial solutions should be personalized, so we take the time to get to know you—your needs, your goals and your future plans. We’re excited to find the best options to support your vision.

Flexibility Is Key

Life changes fast, and your goals will, too. We embrace flexibility, designing adaptable strategies that evolve with you, so you're always prepared for the unexpected while staying on course to reach your ideal future.

All-in-One Solutions

Our firm is committed to handling the details. From growing and protecting your wealth to building your legacy, we consider every aspect of your financial life to help you meet your needs and reach your goals.

Grow Your Wealth Your Way

Let's Get Started

No two financial journeys are the same. We learn about you and your goals, then guide you to pursue the lifestyle and legacy you desire with independent solutions tailored to your needs.

Working Together With:

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Our Approach

Our commitment to open, honest dialogue establishes a strong foundation to help clients pursue their goals and navigate life’s changes with a confident plan for the future.

How We Work

Who We Work With

We help individuals, families, and business owners pursue their ideal lifestyle and legacy with honest guidance and custom strategies for every life stage.

Discover Our Clients

Contact Us

Get in touch today to learn more about how our honest, goals-driven approach can help you pursue your goals with confidence and clarity, even when life changes.

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