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