The Vodicka Group was founded in 2008. Our wealth management service is built on four key principles: a personal relationship, great technology, total transparency and lower fees.

Personal Relationship: I take the time to create a personal relationship with all my clients. That helps me gain a deeper understanding of their financial situation and investing goals. This relationship enables me to develop a customized financial plan that helps my clients achieve their financial goals faster and smarter.

Great Technology: My clients benefit from some of the best technology in the industry. The brokerage firm’s software systems continuously scan your account and look for opportunities to improve performance and reduce risk. They are also programmed to reinvest dividends and automate contributions and distributions.

Total Transparency: My goal is for every one of my clients to have access to their accounts and portfolios at any time, from anywhere. My clients can access their accounts from the desktop, a tablet or a smartphone 24 hours a day, 365 days per year. I also publish weekly and monthly newsletters, keeping my clients up to date on global markets and their portfolios.

Lower Fees: Wall Street has a proven history of fleecing its client. We take the opposite approach. I believe that if I put the interest of the client first, they will be more loyal and become life-long customers. Our portfolios use low-cost ETFs instead of high-cost mutual funds. Our brokerage firm has been ranked as one of the best discount brokers in the industry and offers commission free trades on US stocks and funds.

When you add it all together, the Vodicka Group is helping its clients save time, save money and build wealth.