Vista Investment Partners Company History

Vista Investment Partners was founded in 2009 with a mission to give a group of like-minded financial advisors the opportunity to put clients’ needs first, with the achievement of their goals as our measure of success.

In January 2017, Vista Investment Partners became an RIA (Registered Investment Advisor – the next step in providing efficient and cost-effective asset management to our clients.

Unencumbered by the corporate structure, we continue to deepen our financial planning footprint while delivering the same solid results. The mission remains the same: to achieve personal and professional growth in conjunction with the development and success of our clients by offering a comprehensive financial management experience and unparalleled client service.