Affluent Families
$1M – $25M Net Worth
Families with meaningful assets, multiple accounts, and goals that span more than one generation.
Coordinated Wealth Strategy
A Coordinated Approach To Building, Protecting, And Passing On Wealth.
Tax planning, estate planning, retirement planning, business advisory, and wealth preservation — coordinated under one strategy. For affluent families, business owners, and trustees in Bowie, Maryland, the DMV, and nationwide.
The Quarterback of Your Financial Team
Most people don't have a money problem. They have a coordination problem.
Your CPA prepares the tax return. Your attorney drafted the will. Your advisor manages the portfolio. Your insurance agent sold the policy. Your trustee administers the trust. None of them talk to each other — and your wealth pays the price.
Missed Roth conversion windows. A trust that owns the wrong asset. Beneficiary forms that override the will. An S-corp owner overpaying themselves into higher payroll tax. A business sale taxed at the highest possible rate because no one planned for it three years out. Each one preventable. Each one common.
Vickers Financial Group is the quarterback of your financial team.
We coordinate nine disciplines — tax, estate, retirement, asset protection, business advisory, trust administration, private foundation work, private equity strategy, and fractional CFO services — under one written plan. We work alongside your existing professionals or bring in trusted partners. Either way, every decision finally moves in the same direction.
Who We Serve
Built for People With Real Complexity.
Business Owners
Operating, Selling, or Succeeding
Owners optimizing entity structure, comp, retirement contributions, and exit — coordinated with personal planning.
High-Net-Worth Individuals
$5M+ Investable
Households with concentrated stock, RSUs, private investments, or carry — where the tax + estate overlay matters more than the portfolio.
Pre-Retirees & Retirees
Within 10 Years of Retirement
Converting decades of accumulation into reliable, tax-efficient income — and protecting what you leave behind.
Trustees & Foundation Boards
Fiduciary Support
Independent administration support for trustees and private foundation boards — investment policy, distribution strategy, recordkeeping.
Generational Wealth Families
Beyond Generation Two
Families building structures designed to survive — not dissolve — past the second generation.
How We Coordinate
Nine Disciplines. One Strategy.
Each discipline below is its own service — but the value is in the coordination. Click through to see how each one fits into the bigger plan.
Tax Planning→
Forward-looking, not just compliance.
Estate Planning→
Plans that work alive and after.
Retirement Planning→
Income, distributions, drawdown.
Wealth Management→
Coordinated portfolio + planning.
Business Owner Planning→
Entity, comp, succession, exit.
Trust Administration→
Trustees executing properly.
Asset Protection→
Built before claims arise.
Generational Wealth→
Wealth that lasts beyond Gen 2.
Private Equity Strategy→
Alternatives, RE, private businesses.
Free Guide
The Coordinated Wealth Blueprint
7 costly financial planning mistakes affluent families make — covering tax planning, estate planning, retirement, asset protection, trusts, business succession, and generational wealth transfer.
What Coordination Looks Like
One plan. One team. One direction.
A coordinated plan means your Roth conversion strategy accounts for the business sale projected for year four. Your estate documents reflect the entity restructure that just lowered your effective tax rate. Your trust owns the assets it's supposed to own — and the beneficiary forms agree.
When tax, estate, retirement, and business planning sit at the same table, opportunities show up that any one discipline would have missed.
Our Process
From Discovery to Coordinated Strategy
1
Discovery
A no-cost conversation to understand your situation, your team, and what's currently in place.
2
Coordinated Analysis
We model tax, review documents, audit beneficiaries, and identify where disciplines disagree.
3
Written Strategy
A coordinated plan in writing — implemented alongside your existing CPA, attorney, and trustees.
4
Ongoing Review
Laws change. Lives change. We meet on a recurring schedule to keep the plan current.
Why Vickers
What Makes a Coordinated Firm Different.
One Coordinated Plan
Tax, legal structure, retirement, and investment decisions made together — never in silos.
Fiduciary, Not Quota
Recommendations built around your outcome, not a product quota or revenue target.
Custom Strategy
No cookie-cutter plans. Your situation is modeled. Your plan is built around it.
Long-Term Relationship
Recurring reviews as laws, life, and markets change — for clients and trustees alike.
Meet Our Founder
Garth Vickers
Founder & Principal Advisor
Garth founded Vickers Financial Group to fix what he kept seeing — affluent families and business owners getting good advice in pieces, but no one coordinating the whole. He works directly with every client family and is based in Bowie, Maryland, serving the DMV and clients nationwide.
The Legacy Wealth Brief
One high-impact wealth strategy, delivered every week.
Insights on tax planning, estate planning, retirement income, business ownership, and generational wealth.
Ready for a Coordinated Plan?
Schedule a complimentary 30-minute strategy session. We'll review what's in place and identify the two or three changes that would matter most.
20+
Years Experience
9
Coordinated Disciplines
Nationwide
Virtual Clients Served