Vanderbilt Financial Group

Financial ServicesNew York, United States51-200 Employees

Vanderbilt Financial Group is an investment firm that prioritizes investments with social and environmental responsibility, ethics, and tangible impact. It emphasizes attentive service for financial advisors and their clients, presenting a cohesive, family-office-like culture. The firm positions itself around impact investing and is known in the industry as The Sustainable Wealth Management Firm for its value-driven approach.

The firm is headquartered in Woodbury, New York, and operates from a LEED-certified Platinum building, signaling its commitment to sustainability in its workplace. Its history extends about fifty years, beginning with two brothers who started the firm to manage their family's money; in 2001, Steve Distante acquired it and rebranded it as Vanderbilt Financial Group. Vanderbilt operates as the marketing name for Vanderbilt Securities, LLC and related entities, with securities and advisory offerings coordinated through partner clearing and custody services; in 2023 the firm earned recognition as an inclusive workplace.

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