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Your Path to Living Greater Starts Here

We are a full-service wealth services firm dedicated to helping you live your best life.
It’s our passion, and we’ll be with you every step of the way.

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Our Services
The VLP Live Greater Partnership™

Investment Management

Through personalized advice and a broad range of services, we’ll to help you align your investments with your needs and goals. Our customized strategies will help you gain confidence to make decisions in support of your ideal life.

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Financial Planning

Live greater with what you already have. We’ll help you consider all the areas beyond investments that can contribute to pursuing your financial goals, from insurance planning, to tax strategies, education expense planning, and more.

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Retirement Strategies

Retirement planning is a natural complement to financial planning and investment management. Make sure you’re enhancing your assets in ways that align with long-term considerations for living your best life in retirement.

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Our Holistic, Collaborative Process

Our Holistic, Collaborative Process

At VLP, we take a holistic approach to financial management, aligning your investment and financial decisions with your values. Through VLP’s team-based client service and a collaborative work environment, we’ll guide you through a deliberate, experienced process to help you discover your goals and identify your resoures in order to create a customized plan to help you grow, protect, leverage and transfer your legacy and wealth.

Our Firm

Our Firm

VLP Financial Advisors is an independent wealth services firm offering a full spectrum of financial services. We work with families and individuals on financial planning, investment management and retirement strategies, as well as with corporate clients to create and manage retirement plans and provide employer and plan participant education. Find out more about with VLP Financial Advisors and how we can help you live greater.

Our Greater Business 401(k) Plan Management

Our Greater Business 401(k) Plan Management

As a component of the VLP Live Greater Partnership™, our experienced advisors are passionate about helping you and your employees understand your 401(k) plan options. We offer assistance in setting up retirement savings plans that meet your company’s unique needs. Our comprehensive approach to 401(k) plan management prioritizes ongoing educational meetings for groups and individuals, helping you and your employees select the appropriate plans and helping you make the most of them. All so you can live greater.

Firm Statistics
Numbers You Can Trust and Rely On

Average Client Relationship: 15+ years

Average Team Member
Tenure: 10+ years

Assets Under Management: $1.2B+

*As of 9/30/22

Our Awards and Certifications
Meaningful Distinctions that Matter

Investment Management
Financial Planning
Retirement Strategies
Our Resources
Investment Management
Financial Planning
Retirement Strategies

*Northern Virginia Magazine: Bruce, Dan, Rose, and Chris each won this award in 2022. Methodology: To compile the Top Financial Professionals listing, the magazine sent surveys to all Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. Those on the listing received the most nominations. Although some Top Financial Professionals winners choose to advertise in the magazine, they cannot pay to be included on the list. Portfolio performance is not a factor. Financial professionals do not pay a fee to be included. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
*Washingtonian: Bruce, Dan, and Rose Won This Award In 2022. The Washingtonian Top Financial Adviser is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors select are those who received the most recommendations from their peers. Portfolio performance is not a factor. Financial professionals do not pay a fee to be included.  Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.  
*Sarah Avila holds a CDFA designation. Chris Mellone holds a CFA designation. Bruce Vaughn, Rose Price, Daniel Lash, Chris Mellone and Andrew Fincher hold an AIF designation.

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