Michael Vanikiotis, CFP®, ChFC®
A modern financial consulting firm for entrepreneurs and self-starters.
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Serving Clients Nationwide
A modern financial consulting firm for entrepreneurs and self-starters.
Areas of Focus
- Business Owners
- Business Transitions
- Cash Flow
- Estate Planning
- Investment Management
- Real Estate Investing
- Retirement Planning
- Tax-Efficient Planning
About Michael Vanikiotis, CFP®, ChFC®
Hi, I'm Michael Vanikiotis, Founder of Vanik Capital, A modern financial consulting firm for entrepreneurs and self-starters.I didn’t take a traditional path to financial planning—I built my career where high-growth business and wealth management intersect.
Before founding Vanik Capital, I gained hands-on institutional experience at major wealth management firms. But my perspective on wealth was truly forged in the startup and venture world: serving as a Senior Equity Analyst at a family office/pre-seed VC firm and as a Founding Member of a VC-backed proptech startup that raised over $175M in total capital before exiting.
Today, as a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), I bridge the gap between complex venture/equity dynamics and personal financial planning.
I specialize in working with business owners, founders, and ambitious professionals with variable or non-traditional income and expenses. My goal is simple: deliver flexible, real-world wealth strategies that turn your business success into personal long-term security.
At the end of the day, this work is personal to me. Having grown up in a family that owned and operated a diner and bakery in New York for over 30 years, I saw firsthand the long hours, unpredictable income, and constant financial pressure behind running a business—and it’s why I’m dedicated to helping entrepreneurs build financial clarity and control.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
Affiliations
-
Financial Planning Association
- XY Planning Network
Primary Location
New York, New York, USA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Vanik Capital
Rooted in small business and built for big vision, Vanik Capital is a modern fiduciary financial consulting and wealth management firm dedicated to entrepreneurs and self-starters.As fiduciaries, we are legally and ethically bound to put our clients’ financial interests first—always. Whether guiding clients through comprehensive financial planning, investment management, cash flow, retirement, tax optimization, business strategy, risk protection, or legacy and estate strategies, we provide tailored solutions designed for forward-thinking individuals building their futures.
Vanik Capital partners with clients through a deliberate, crafted four-step approach.
We begin with Discovery to understand each client's unique goals and what they are building, followed by Data Collection to gather key details across their finances, business, and personal priorities. From there, we move into Implementation to put tailored plans into action, empowering clients to make smart, confident financial decisions. Finally, we check in regularly to repeat the process, adjust plans, and keep clients firmly on track as they grow.
Investment advisory services are offered through Vanik Capital LLC.
Education
Babson College
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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