Rusty Vernon
President at
Vernon Management Group Inc.
Years of Experience
30 years
Number of Clients
70
Average Client Size
$850,000
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
As a fee-only fiduciary, my legal and ethical obligation is always to put your best interests first. We don't sell products, work on commissions, or answer to sales quotas—our only priority is helping you protect and grow your wealth. When you work with VMG, you aren't handed off to junior associates; you are working directly with a family-owned firm that is genuinely invested in your family's long-term success.
Clientele
Who We Work With: At Vernon Management Group, we specialize in working with individuals and families—typically with $200,000 or more in investable assets—who are looking for a dedicated, long-term relationship with an independent wealth advisor. Our clients include: Families & High-Net-Worth Individuals: Seeking clarity on multi-generational wealth preservation, tax strategies, and personalized portfolio management. Pre-Retirees & Retirees: Looking to transition smoothly into retirement, optimize cash flow, and build a lasting plan so they don't outlive their assets. Busy Professionals & Executives: Needing proactive financial and investment management so they can stay focused on their careers without worrying about market complexity.
Services Provided
Investment Management
Financial Planning
Investment Planning
Retirement Planning
Specialties and Expertise
Pricing Models
Advisor Links
Disclosures and Proof of License
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