AM I THERE YET?™ Financial Independence Reimagined

If you didn’t have to go to work every morning, what would you do with your day? What could you accomplish if you had a truly “work-optional” lifestyle? Would you travel, give back to your community, pursue a second career, spend time with family? Or maybe all of the above?

So many people think financial independence is age-driven. But at Vivian Investment Partners, we believe it is dream-driven. Our goal is to help you reimagine your retirement or work-optional lifestyle at any age. You might be closer than you think—and if you’re not, we can figure out strategies to help you get there.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

We see doors Where others just see spreadsheets

We know it can be scary to give up the idea of working and earning a regular paycheck. But we can show you how to make your money work for you—instead of you working for your money.

Founder Mark Vivian has over 20 years of experience helping individuals and families transition to rewarding work-optional lifestyles. We look forward to getting to know you and opening the doors to whatever it is that you imagine.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

You’re all clear, kid. Now let’s blow this thing and go home.
Han Solo