VAUGHAN FAMILY FINANCIAL

Overview

Vaughan Family Financial is a small, owner-operated limited liability company that combines accounting services with advisory work. The firm provides financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Its business model blends traditional accounting expertise with fee-based advice, and the firm offers flexibility in how it charges: percentage of assets under management, hourly fees, or fixed fees. Investment activity centers on outsourced manager relationships rather than running large in-house strategies. Vaughan Family Financial does not position itself as a capital allocator, which suggests it structures client exposure through third-party funds and pooled vehicles rather than originating or directly managing private deals. The firm is not an active ESG investor, and it does not operate as a multi-state adviser, indicating a localized client footprint and a conservative approach to expanding advisory reach.

Assets & Accounts

Investments & Alternatives

Location & Offices