VLP Financial Advisors

Registered Representative

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

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