Let's move forward. Together.

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Oculus NYC

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • gary vance

    Gary Vance

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CO
    • FL
    • GA
    • IL
    • KY
    • MO
    • MS
    • NC
    • OH
    • SC
    • TN
    • TX
    • VA
    • WA

    Gary brings 25 years of wealth management experience to the Vance Financial Group.  He has guided clients though all phases of their financial journey, including both wealth accumulation and wealth distribution.  Gary completed the UBS Portfolio Management Program, which allows the Vance Financial Group to offer discretionary investment management.  Gary believes in providing a total wealth management experience with a focus on financial planning.

    Gary has been a Scout Master for his church Boy Scout troop for 23 years and is also active in the Ohio Valley Woodturners Guild.  Gary and and his wife Donna reside in Tipp City where they are active in their church and community.  Gary and Donna have four children and four grandchildren.

      • Ohio University, BBA, Economics
        3601 Rigby Road
        Miamisburg, OH 45342
      • derek

        Derek Vance

        First Vice President–Wealth Management

        Financial Advisor

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        • CO
        • FL
        • GA
        • IL
        • IN
        • KY
        • MD
        • MO
        • NC
        • OH
        • SC
        • TN
        • TX
        • VA
        • WA

        Derek joined UBS in January of 2014 with a focus on helping clients with investment and insurance needs.  Derek has been in the financial services industry serving as a Financial Advisor since 2006.  Within the Vance Financial Group, Derek focuses on financial planning, investment research and building strong client relationships.

        Derek and his wife Cady along with their two young children live on a small horse farm near Caesar Creek where they are active in their church and community.

          • Ohio University, BBA, Economics
            3601 Rigby Road
            Miamisburg, OH 45342
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            Cynthia Hovell

            Client Associate

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                    3601 Rigby Road
                    Miamisburg, OH 45342

                  Your 401(k)'s lifetime income illustration

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  How do you plan confidently for the retirement you want?

                  Start by building a strategy based on the resources and needs over the course of your life.

                  Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager