Guided by values, focused on the future.
Personalized
financial planning
and investment
management
Propel is devoted to serving, advising, and empowering our clients.
We integrate your values with our expert financial guidance to create your financial strategy.
We create custom portfolios for every client, because we know everyone’s needs and goals are different.
With Propel,
you’re not just getting a service
—you’re gaining
a dedicated partner in your
financial success.
Whatever
Your Goals Are
Balance retirement and college savings
Achieve a fulfilling retirement without fear of running out of money
Make confident, tax efficient money decisions
We bring them within your grasp.
Stories That Inspire
Every financial journey is unique.
That is why we’ve created detailed personas that reflect the stories of people just like you—navigating complex financial decisions, planning for retirement, securing their family’s future, and achieving financial peace of mind.
Explore Client Profiles
Meet the Team
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Amanda Vaught, JD
FINANCIAL ADVISOR AND CO-FOUNDER
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Danielle Woods, Attorney
FINANCIAL ADVISOR AND CO-FOUNDER
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Emily Agosto, CPA
FINANCIAL ADVISOR AND CO-FOUNDER
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David Vaught, CFA
FINANCIAL ADVISOR AND CO-FOUNDER
Who we Serve
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We design and manage retirement plans for small businesses. We also provide service and support for the participants of the plans including investment allocations and IRA rollover advice. Plans may include Simplified Employee Pension Plan (SEP IRA), Savings Incentive Match Plan for Employees (SIMPLE IRA), Self-Employed 401(k) plans, and 401(k) plans.
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Financial Planning
We create financial plans for a variety of purposes, the most common being retirement. Our planning is designed to analyze, evaluate solutions and scenarios, and develop the best path forward to help clients reach their goals.
Investment Management
We create investment portfolios designed to help individuals and families attain long-term growth, sustain income, and provide flexibility in tax planning. We are constantly evaluating investment options and reviewing portfolios for opportunities in the market.
We stand in solidarity with the fight against systemic bias and discrimination of any person based on gender, religion, sexual orientation or race.
As individuals and as business owners, our team has always been committed to providing quality financial and investment advice to all. That is one reason we have never required minimums on client accounts. We believe financial education and improved financial literacy will help all communities and renew our commitment to advocate for it.
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Let’s get started
Want personalized financial planning and investment management that allows you to achieve your goals?
We can make it happen.
Schedule a consultation with us.