About Us

VLP Financial Advisors is an independent, full-service wealth services firm. We work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employer education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. Our staff is experienced, qualified, and committed to the individuals and businesses we serve. We’ll help you live your best life. It’s our passion, and we’ll be with you every step of the way.

• We help clients and each other live greater. We want our team members and clients to be better off after working with us, we are passionate about helping both meet their goals: buying a house, professional development, training, and education.
• We take care of each other, we take care of our clients, and this results in referral and growth of our firm

• We communicate, collaborate, listen, and problem solve. We believe that if we are all rowing in the same direction for the greater good, we will all get to the destination quicker.
• We have skills that complement each other. Each advisor has a portfolio manager and client service manager. It truly takes all of us to steer the ship.
• We are one team, working together to help our clients and staff live greater to pursue their goals. We are here to help each other out, we all make coffee, answer phones, and take client calls.

• Surprise and Delight: whether it’s our clients or each other, we want to find little ways to remind them we are thinking of them. A few examples are our birthday book- when a client attains a milestone birthday 70, 75 or such we send them a news media source or book. When a client’s child makes a college selection- sending them a college sweatshirt or flag. Finding little ways to remind our connections we are listening and showing up in unexpected ways.
• Being aware of our team and clients when they are facing struggles or celebrate their victories. Recognizing our clients’ milestones, retirement, hitting a big goal, promotion. Recognizing our team members when they pass a new certification, a client gives an acknowledgement of great service or on those days they need a friend, an ear or a hug.

• Look beyond the present to deliver future value. We are constantly evolving our processes and procedures so we all get better.
• VLP has always been one step ahead– moving to advisory, succession planning, investing in technology, investing in people, and adding capacity before we need it. The vision is to continue looking forward and stay ahead.

• If you’re not growing, you’re dying. We are invested in each other – which means we dream together, learn together, and grow together.
• Continuing education – we consistently seek knowledge of regulations to help clients.
• Creating a path for team members to grow consistently over time is a priority

*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.

We work with individuals and their families to create strategies for key financial milestones, including estate planning, asset allocation, retirement planning and tax efficient investment solutions.

We understand the challenges of navigating finances during retirement. We work with individuals who are nearing or already living in retirement to identify sources of income and create an effective distribution strategy.

We work with women in all types of circumstances—single, head of household, divorced, widowed, professional, or more than one of the above—to develop sound financial planning and customized investment solutions.

We work with business owners, and their employees, to develop solutions for 401k plans, retirement plans, wealth-building techniques and additional tax advantage programs. We provide everyone involved with the education and resources needed to prepare for a successful retirement.

We recognize the challenges military families face while serving our country, and the complexities of insurance and retirement benefits. We help you make sense of those options and build a sound, strategic plan.