background

We’re improving the wealth management experience.

Our clients view us as partners for their future. At Vivid Financial Management, our goal is to bring you financial clarity, to protect and enhance your wealth, and to provide you confidence in your future.

Learn More

VFM Form CRS    |   MSI Form CRS

Scroll

1Asset 211

About Us

A simple guiding principle goes a long way: people before portfolios.

Individuals, families, and business owners rely on us to simplify their financial life. We partner with you to build a strategic plan that alleviates the stress in your day-to-day financial life, while looking ahead towards your future. In the end, you receive a clear roadmap that will help you reach your financial goals.

If that appeals to you, then let’s talk.

Learn More

Clients choose us because of our collaboration, team structure, and our culture. We’ll serve you and your needs, not ours.

Our Solutions
  • Financial Independence
  • Intelligent Investing
  • Small Business Solutions
  • Tax Optimization
  • Legacy Preparation

Financial Independence

Discover your path to financial freedom.

1Asset 51
Learn More

Intelligent Investing

Leverage our disciplined investment process.

1Asset 41
Learn More

Small Business Solutions

Remove the petty stress from your business.

1Asset 71
Learn More

Tax Optimization

Preserve wealth by minimizing taxes.

1Asset 91
Learn More

Legacy Preparation

Prepare future generations with confidence.

1Asset 131
Learn More

Our Impact

20+

Average years of work experience

1,400

Tax returns filled annually

$550M

In assets under management

100%

Privately owned

95%

Client retention rate

42

Different states are home to clients

2

Office locations

Vivid Financial Management in the Community

Santa Maria Breakfast Rotary Club

Marian Regional Medical Center Foundation

Santa Maria Baseball

Arroyo Grande Community Hospital Foundation

Kwanis Club of Santa Maria

Orcutt Academy Robotics Club

  • Individuals

    “There are a lot of things I’m doing right, but what I’m forgetting is what concerns me.”

    1Asset 141
  • Families

    “We need someone we can trust to handle the intricate nature of our family.”

    1Asset 101
  • Business Owners

    “My business is my life, but I’ve neglected various areas of my finances.”

    1Asset 121
  • Retirees

    “I have worked hard to get here and want to keep my standard of living.”

    1Asset 31
Our Amazing Clients
  • Individuals

    Every client has a unique set of needs. We strive to provide guidance and education around why certain solutions may or may not make sense given a client’s situation.

  • Families

    Harnessing the power of thoughtful listening and well-informed questions enables us to act as an advocate for families faced with some of the most dynamic complexities.

  • Business Owners

    Time is your most precious asset. We partner with you to efficiently execute a strategic direction that incorporates both business and personal concerns in unison.

  • Retirees

    Your financial future is only just beginning, and we will be there throughout it. Our primary goal is to reduce your stress, so you can enjoy what you worked so hard for.

background
Vivid works with my family to understand how we can leave a legacy for our future.
background
Financial management is a puzzle and the pieces look different for everybody. We meet you at the intersection of life and your financial future.

Get in Touch

We strive to build long-term relationships built on trust and accountability. 

If that appeals to you, then let’s talk.