About My Practice
Vogel Financial Advisors, LLC is a financial planning and investment management company. The company is affiliated with Philip Vogel & Co. PC, a public accounting firm founded in 1951.
Vogel Financial Advisors offers an array of advisory services designed to address the major areas of personal financial management including estate planning, risk management, and income tax and cash flow planning. Because we coordinate the efforts of the advisory team in these areas, clients benefit from an integrated, systematic approach to financial management. Whether you need advice in one specific area or need a comprehensive financial plan, our services can be tailored to suit your particular objective.
As the cornerstone of our services, we offer professional investment counseling through a method driven by the client's goals and guided by our portfolio management expertise. Our program provides the means for clients to invest in a logical and deliberate fashion as opposed to being haphazardly "sold" investments that may or may not be appropriate.
At the heart of our approach is the concept that through proper asset allocation, a disciplined investment style, and a well-informed selection process, we can provide consistent results while working within the constraints of our clients' tolerance for risk.
Mike Busch, President of Vogel Financial Advisors, has been affiliated with Vogel Financial Advisors and Philip Vogel & Co. since 1988.
After graduating from Texas A & M University with a degree in accounting, Mike continued his education by earning marks as a Certified Public Accountant, Certified Financial Planner, and Certified Employee Benefit Specialist. Mike's areas of expertise include portfolio design, investment management, tax planning, insurance analysis, retirement planning, and estate planning.
Mike is proud to have been named by his peers and recognized by D Magazine as one of "The Best Financial Planners in Dallas" as well as a "Five Star Wealth Manager" by Texas Monthly. He was ranked 6th in the Aggie 100, a program which recognizes the 100 fastest-growing Aggie-led businesses in the world.
Mike is past Chairman of the Dallas/Fort Worth Financial Planning Association, the City of Plano's Retirement Security Plan Committee, and the Alumni Association of Trinity Christian Academy. Mike also served at the national level as a member of the Financial Planning Association's Board of Directors.
Mike is frequently interviewed and has appeared in numerous magazines, newspapers, and journals including The Wall Street Journal, The Washington Post, The Journal of Financial Planning, Investment News, American Way Magazine, The Bureau of National Affairs, and Consumer Reports. He is also a contributor to The Wealth Management Manual for the Average Investor.
Mike enjoys reading and being actively involved in his church where he serves as an Elder.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: TX, Health/disability insurance: TX, Fixed annuities: TX, Variable annuities: TX
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Other - Certified Employee Benefit Specialist
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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