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Welcome to Vellum Financial
The Premier Wealth Management firm in Central California.
Welcome to Vellum Financial, where we are the only "Fee-Only" Financial Advisory Firm in Central California that is run by "Ex-Wall Street" firm Advisors. We have created an independent, SEC-Registered investment advisory firm that we believe is the final step in the evolutionary process toward providing unbiased investment management to our clients. In creating Vellum Financial, we have created a strictly objective financial advisory firm that incorporates “best practices” of investment management while avoiding the many negatives of the brokerage industry.
For example: Brokerage firms have not fully embraced the idea of transparency (particularly with respect to fees); Conflicts of interest; Management’s focus on short-term quarterly goals and firm-wide profitability (including the distribution of proprietary products); Assets being managed at levels that are too large to generate out-performance; and the bureaucracy that perpetually dominates and distracts advisors from providing excellent client service.
Vellum Financial offers clients a boutique investment platform which will provide full transparency of fees and costs; be 100% owned and operated by its partners and employees; and offer a customized investment experience for our clients while avoiding conflicts of interest. Each partner and employee has a personal stake in ensuring that clients receive superior investment advice and outstanding client service
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