Insights

Personalized Financial Planning Vawter Financial specializes in tailored wealth management solutions, creating opportunities to promote advanced financial advisory services and technology integrations that enhance personalized planning.

Fiduciary Trust Advantage Operating as a fiduciary, Vawter emphasizes client-first advice, opening avenues to offer compliance-focused financial tools, educational content, and fiduciary-aligned product solutions.

Investment Activity Recent investment in Danaher indicates active portfolio management, suggesting potential cross-sell opportunities for institutional investment products, asset management, and related financial services.

Mid-Sized Market Presence With revenue between 10 and 25 million and a small team, Vawter positions itself as a boutique firm, ideal for targeted outreach of scalable digital marketing, client onboarding platforms, and niche service offerings.

Technology Engagement Utilizing diverse digital tools including social media and analytics, Vawter shows openness to innovative financial technology solutions, presenting opportunities for integration, cybersecurity, and client engagement platforms.

Vawter Financial Tech Stack

Vawter Financial uses 8 technology products and services including Facebook Pixel, Google Hosted Libraries, RSS, and more. Explore Vawter Financial's tech stack below.

  • Facebook Pixel
    Analytics
  • Google Hosted Libraries
    Content Delivery Network
  • RSS
    Content Management System
  • Google Maps
    Maps
  • ZURB Foundation
    UI Frameworks
  • YouTube
    Video Players
  • X-Content-Type-Options
    Web & Portal Technology
  • AddToAny
    Widgets

Vawter Financial's Email Address Formats

Vawter Financial uses at least 1 format(s):
Vawter Financial Email FormatsExamplePercentage
First@vawterfinancial.comJohn@vawterfinancial.com
50%
First@vawterfinancial.comJohn@vawterfinancial.com
50%

Frequently Asked Questions

Where is Vawter Financial's headquarters located?

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Vawter Financial's main headquarters is located at 1161 Bethel Road, Suite 304. The company has employees across 1 continents, including North America.

What is Vawter Financial's phone number?

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You can contact Vawter Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Vawter Financial's official website and social media links?

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Vawter Financial's official website is vawterfinancial.com and has social profiles on LinkedIn.

What is Vawter Financial's SIC code NAICS code?

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Vawter Financial's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Vawter Financial have currently?

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As of December 2025, Vawter Financial has approximately 10 employees across 1 continents, including North America. Key team members include Wealth Advisor: K. M.Administrative Assistant: K. V.. Explore Vawter Financial's employee directory with LeadIQ.

What industry does Vawter Financial belong to?

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Vawter Financial operates in the Financial Services industry.

What technology does Vawter Financial use?

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Vawter Financial's tech stack includes Facebook PixelGoogle Hosted LibrariesRSSGoogle MapsZURB FoundationYouTubeX-Content-Type-OptionsAddToAny.

What is Vawter Financial's email format?

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Vawter Financial's email format typically follows the pattern of First@vawterfinancial.com. Find more Vawter Financial email formats with LeadIQ.

When was Vawter Financial founded?

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Vawter Financial was founded in 1991.

Vawter Financial

Financial ServicesOhio, United States2-10 Employees

Your money matters - and so do you. At Vawter Financial, we're in the business of developing personalized plans that help you to make the best wealth management decisions for your unique financial goals. And when your needs and goals change, we adjust the plan to meet your changing objectives.

An independent, fee-based financial services company, Vawter Financial exists to provide advice and solutions to help you achieve your comprehensive financial objectives - not to sell you products. To put it simply, we only succeed when you achieve your goals.

Because we operate in a fiduciary capacity, it's our duty to put your financial interests first. It's what we've done for our satisfied clients for more than 25 years. It's what we'll do for you.

Section iconCompany Overview

Headquarters
1161 Bethel Road, Suite 304
Phone number
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Vawter Financial's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Vawter Financial's revenue is estimated to be in the range of $10M$25M

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