Vault Secure Plan is a modern U.S. private advisory firm for individuals, founders, and families. Full-service lending, insurance, investments, and wealth planning — all in one fiduciary relationship.
Vault Secure Plan was created to merge boutique private advisory with best-in-class technology. We are SEC-registered investment advisers operating under a strict fiduciary standard — meaning we are legally obligated to act in your best interest at all times.
Simplify complex financial decisions with clear guidance, institutional access, and transparent U.S. pricing.
To be the most trusted private wealth partner for U.S. families, founders, and professionals nationwide.
We combine independent fiduciary advice, modern technology, and nationwide U.S. licensing to deliver a calmer wealth experience.
CFP®, CFA, and CPA-led advisory teams. SEC-registered, fee-transparent, and bound by fiduciary duty in all 50 states.
Digital lending applications with U.S. bank partners. Mortgage pre-approvals in as little as 24 hours with clear rate disclosures.
Bank-level AES-256 encryption, MFA, SOC 2 infrastructure, and FDIC/SIPC coverage guidance on eligible accounts.
Every plan is built around your goals, tax domicile, and risk tolerance — not off-the-shelf products or quotas.
U.S.-based concierge support, secure messaging, and same-day advisor scheduling via phone or video.
Fully licensed across all 50 states with multi-state tax, estate, and insurance planning coordination.
Browse each practice. Expand any service for a full U.S. advisor overview, benefits, and compliance notes.
Compliance Note: Vault Secure Plan provides general financial information and advisory services through its SEC-registered investment adviser. Lending, insurance, and warranty products are offered via licensed third-party partners. All rates, approvals, and coverage are subject to underwriting. This is not tax, legal, or investment advice. See and .
“Vault Secure Plan consolidated my RSUs, 401(k) rollover, and a jumbo mortgage into one clear plan. The portal is as clean as Mercury, but I actually have a CFP I can call.”
“SBA loan approved in 11 days, and they rebuilt my business insurance stack properly. Transparent pricing. No surprises.”
“Student loan refinance, disability insurance, and a real estate plan — handled in three calls. Genuinely fiduciary. Highly recommend.”
“Best wealth dashboard I’ve used. Tax-loss harvesting saved me real money last year. Human advisor checked in quarterly. Feels like a private bank.”
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