Broker Check

Vaughn Asset Advisory is a boutique wealth management firm located in the heart of Dallas, Texas. We focus on providing investment management and financial planning services to private clients, small to middle market businesses, and the executives and employees which make these enterprises possible. Our clients choose Vaughn Asset Advisory because they have worked hard, built a nest egg, and want a partner who can help grow their assets responsibly, manage risk effectively, and help create a plan designed for passing their wealth to the next generation. We are proud to service clients in multiple states.

Our Process

  • Discovery
  • Goal Setting
  • Custom Strategies
  • Daily and Monthly Monitoring
  • Review, Reporting, and Client Communication

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.