Washingtonian - Top Wealth Advisor Hall of Fame
Bruce and Dan were recently included on Washingtonian’s list of hall of fame wealth advisers for our region. In addition to this list, this magazine features our firm’s profile annually as a top financial planning firm in many issues. Read their profiles at the links below.
Disclosures: 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. There is no 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.
2023 Norma Severns Award for Leadership
Rose was recently awarded the Norma Severns Award for leadership by the Financial Planning Association-National Capital Area Chapter. The FPA NCA chapter is one of the largest in the country. Rose is the former president and her leadership post pandemic for transitioning the chapter back to normality with in-person events was highlighted.
Disclosure: Norma Severns Award for Leadership - awarded by the Financial Planning Association the recipient is required to be a current member and the award is based on extraordinary efforts on behalf or for the benefit of the local or national FPA or predecessor Organizations, service performed within last 5 years, board work committee work, chapter administration, contribution to monthly meetings contribution to national retreats, and advancing the FPA's mission statement locally or nationally Financial Planning Practice Recognition. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
2022 Alumni Service Award from George Mason University
Dan recently received the 2022 Alumni Service award from his alma mater, George Mason University. This award was driven by him leading the founding of a CFP board certified financial planning program at the school. In less than 5 years, this program has grown to over 50 students and is thriving.
Disclosure: George Mason University Alumni Association - Alumni Service award is based on service to the university and community, involvement in the life of George Mason University, professional, civic, educational, and/or honorary groups and special honors and recognition. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Chris Mellone in Barron’s Discussing Target Date Portfolios
Arlington Magazine Spotlight of VLP Financial Advisors
Chris Mellone in Barron’s Feature: The Big Q
Andrew Fincher Discusses Thoughts on the Fixed Income Markets on CNBC
Dan Lash Delivers Remarks at GMU Spring 2022 Graduation
2022 Planner of the Year Award
Dan was awarded the Planner of the Year award by the Financial Planning Association-National Capital Area Chapter.
See Details & Criteria | Financial Planning Associate Planner of the Year Award
Disclosure: 2022 Planner of the Year - awarded by the Financial Planning Association the recipient is required to be a current member and the award is based on extraordinary efforts on behalf or for the benefit of the local or national FPA or predecessor Organizations, service performed within last 5 years, board work committee work, chapter administration, contribution to monthly meetings contribution to national retreats, and advancing the FPA's mission statement locally or nationally Financial Planning Practice Recognition. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
2022 Lifetime Achievement Award
Bruce was awarded the Lifetime achievement award by the Financial Planning Association-National Capital Area Chapter.
See Details & Criteria | Financial Planning Association Lifetime Achievement Award
Disclosure: 2022 Lifetime Achievement- awarded by the Financial Planning Association the recipient is required to be a current member and the award is based on extraordinary efforts on behalf or for the benefit of the local or national FPA or predecessor Organizations, service performed within last 5 years, board work committee work, chapter administration, contribution to monthly meetings contribution to national retreats, and advancing the FPA's mission statement locally or nationally Financial Planning Practice Recognition. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
