Dan Wiener and Jeff DeMaso (RSS)
The Independent Adviser for Vanguard Investors
Dan Wiener and Jeff DeMaso

Editor Dan Wiener and Research Director Jeffrey DeMaso publish The Independent Adviser for Vanguard Investors, an award-winning monthly advisory letter that keeps subscribers abreast of recent developments at Vanguard, and provides long-term guidance for investing in the Vanguard fund family. They also work together on the newsletter’s annual companion publication, the Independent Guide to the Vanguard Funds, which profiles the entire Vanguard fund family with detailed analysis and recommendations for each of Vanguard’s mutual funds, ETFs and annuities.

Dan Wiener and Jeff DeMaso also manage over $2 billion in assets as part of the management team at Adviser Investments, LLC, which was ranked among the top 25 independent financial advisers in the U.S by Barron’s in 2013.
Advisory Services

Independent Adviser for Vanguard Investors
  • Focus: Vanguard mutual funds & ETFs
  • Volatility Level: Low
  • Trading Frequency: Occasional
  • Price: $99.95 for one year
  • Guarantee: Full refund within 6 months, pro-rated after
Service Features:
  • Monthly Issues (mailed & online)
  • Weekly Hotlines
  • 24/7 Access to Subscriber-Only Website
Fund Focus Weekly
  • Focus: Winning strategies for Vanguard investors
  • Volatility Level: Low
  • Trading Frequency: n/a
  • Price: FREE!
  • Guarantee: No cost, no strings attached!
Service Features:
  • Weekly Emailed Issue