A History of Wealth Creation

Who We Are

Established more than 50 years ago by two siblings to help manage their families’ money, Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on providing the most flexible, collaborative and innovative solutions to advisors and clients.

Our business model is unique in that it places advisors front and center, providing a world-class level of service with a family office feel.  Furthermore, our team is characterized by its commitment to sustainability in how we live and work, as well as how we invest. Headquartered in a LEED certified Platinum building, our commitment to changing the world begins at home in our New York office, and within the fibers of our very culture. This commitment is supported by a constantly expanding roster of socially and environmentally responsible, ethical and impactful investments.

The Values That Guide Us











What's in a Name?

At Vanderbilt, our name means quite a bit. We are often asked why the name Vanderbilt was chosen, and the answer is simple. Cornelius Vanderbilt had the foresight to invest in an innovative transportation system in America which connected a country spread over a large land mass, serving as the foundation of our modern-day infrastructure.

Our team celebrates the entrepreneurial spirit of Vanderbilt that so many of our independent advisors also possess. In addition, the Vanderbilt name is commonly identified as one that understands the attainment of wealth and of risk. This is a responsibility we take seriously, and we believe it is a core reason why advisors and their clients turn to us to invest in their future.

Join Our Community of 200+ Advisors

“Vanderbilt’s transition support for advisors is second to none. We pride ourselves on being the most advisor friendly, client centric and forward-looking community in the market.”

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