VLP Financial Advisors
We believe in a holistic approach to financial management, aligning your investment portfolio and financial decisions with your values.
Our experienced Financial Advisors will help you identify your goals and then build a personalized financial plan that evolves with you through life’s milestones.
Our Fiduciary Responsibility
Our clients have placed us in a position of trust and we take that duty seriously. All of our advisors act as Fiduciaries for our clients and our three Advisor-Partners are Accredited Investment Fiduciaries (AIF®) which is a professional designation that signifies that the holder has a thorough knowledge of the fiduciary standard of care that requires them to put their client’s interests above their own.
You can trust that all of our advisors will:
- Act in your best interest
- Be transparent about costs and fees associated with our services
- Disclose any conflicts of interest that may be present when providing recommendations
- Help you understand all of the options available to you
- Provide prudent investment advice
- Avoid high cost or high commission products
- Be truthful with you about the risks you take when investing