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About Us

Your Financial Partner For Life

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.

People First:

  • 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

Team Player:

  • 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.

Thoughtful:

  • 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.

Forward Thinker:

  • 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.

Growth Oriented:

  • 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

Meaningful Distinctions that Matter

With an average client relationship of 15+ years, an average member tenure of 10+ years, and over $1.2B+ Assets Under Management as of 9/30/22, we've proudly accumulated designations and awards we are honored to have received.

Our Process
Our History
Our Values
Our Resources
Our Process
Our History
Our Values

*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 People Of All Kinds

Individuals & Families

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.

Retirees

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.

Women

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.

Business Owners

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.

Military Families

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.

What Our Fiduciary Commitment Means for You

What Our Fiduciary Commitment Means for You

Our advisors are fiduciaries, but what does this mean for you? When you work with us, you place us in a position of trust. And we take that responsibility very seriously. We commit to always apply our years of training and experience in ways that benefit our clients, at every stage of our VLP Live Greater Partnership. Our status as fiduciaries means you can rest assured that we will:

  • Act in your best interest

  • Provide prudent investment advice

  • Be transparent about costs & fees

  • Will disclose conflicts of interest
  • Explain all appropriate options

  • Avoid high-cost or high-commission products

  • Be honest about your risks
Higher Standards for Better Service

Higher Standards for Better Service

At VLP, all of our Advisors are Certified Financial Planner™ (CFP®) practitioners and are held to the highest standards in the financial management industry. We continually invest in the ongoing education of our Advisors and the financial professionals who serve you because we know that adhering to higher standards helps us deliver better service. That’s what our clients have come to expect from us over the years, and that’s what you can expect when you come to VLP for your wealth management and planning needs.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.

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Our Financial Partners


Independent Broker-Dealer: Cetera Advisor Networks

Our Custodian: Pershing

Our Approach

At VLP we believe in partnering with you to take a holistic approach to financial management, aligning your investment and financial decisions with your values.

Our Approach

Our Team

All of our Advisors are Certified Financial Planner™ (CFP®) practitioners and are committed to helping you live greater through our holistic financial services.

Meet the Team

Contact Us

Contact us today to learn more about the VLP Live Greater Partnership™ and how we can help you live your best life at every life stage.

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