Our Story

Most people find us through a friend.

Franz Vickerson provides independent financial advice dedicated to making sure your money is doing exactly what you need it to do. Supported by his assistant Kaylee, Franz built his practice from kitchen-table meetings to managing millions in multi-generational wealth—almost entirely through word-of-mouth. By stripping away bank-branded products and sales pitches, he delivers institutional-style investing, concierge service, and trusted advice to an exclusive group of families.

"I used to constantly worry about the markets. Now, I have the freedom to focus on my life, knowing Franz is looking after everything."

How a Word-of-Mouth Foundation Built a Trusted Practice

That’s probably the best way, honestly. A neighbor, a coworker, a family member says, “You should talk to Franz.” And when you do, you realize we’re not here to push products or talk down to you.

This all started small. Just me, a laptop, and a few clients who took a leap of faith. Meetings happened at kitchen tables. I’d prep statements at night, answer panicked calls when the markets dipped, and show up with a plan when no one else had one.

People usually come to us used to constantly worrying about the markets. But over time, our structured routine proves to them that everything is being looked after, freeing them to focus on the rest of their lives.

Things grew from there. First came the referrals. Then the second generation. Eventually, I was helping entire families navigate decisions that actually mattered. Today, we purposefully limit our practice to a select group of families to maintain our high-touch standard. Our new introductions? They still come almost entirely through word-of-mouth. That’s the part I’m proudest of.

Meet the Team

I didn’t build this practice overnight. It started with families who took a chance on someone willing to work harder, listen longer, and follow through every time.

Franz Vickerson

Financial Advisor

Before this, I spent years in banking—learning how money moves, how systems work, and where clients were often let down. I trained across insurance and investing, and took the time to study strategies that help people keep more of what they’ve earned. Over the years, I’ve stepped in to help during delicate transitions—taking over neglected portfolios and applying our institutional-style framework to rebuild trust and restore growth. Today, we purposefully limit our practice to a select group of families, managing millions in multi-generational wealth to ensure we never compromise our proactive, three-times-a-year meeting rhythm.

Kaylee Ditto

Executive Assistant

Kaylee is the engine that keeps our practice running smoothly. From scheduling our crucial check-ins to ensuring all paperwork is handled with precision, she ensures your experience is seamless and stress-free. When another advisor steps away, or a family is navigating a sudden loss, Kaylee is the first point of contact ensuring you feel supported from day one.

Zero Sales Campaigns. Just Consistent, Honest Work.

What We're Built Around

Institutional Style Investing
Managing Retirement Needs
Planning Estate Transitions
Insurance at a reasonable price

None of this happens once and disappears. Our clients meet with us three times a year. Every year.

That rhythm keeps us proactive, not reactive—and it means nothing important gets missed.

If you’re feeling stuck, unsure, or just ready for a second opinion that doesn’t come with a pitch—maybe it’s time someone said: “You should talk to Franz.”

Schedule an Introduction