Our team members hold the following credentials: CFP, AIF, CFA, CDFA and ADPA. We are constantly looking ahead for what we need to learn today, and what we will need for tomorrow.
Q: What services does VLP Financial Advisors provide?
A: We are 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.
Our team is motivated by our slogan, “Live Greater.” To us, that means having the ability to shape the destiny of your family; to live life according to your own plan and build on a solid foundation; and to confidently face anything and everything that’s next. Nothing is more satisfying for us than helping clients retire on their timeline, on their terms.
Q: What is your investment approach?
A: Knowing what you’re investing in is important, but even more significant is knowing what you are investing for. We help clients align their investments with their long- and short-term needs and goals by developing a customized asset allocation strategy. We help them gain the confidence to avoid the distractions of daily market ups and downs, ensuring that their buy/sell decisions are made for the right reasons and in support of their goals.
We are proactive in our client communications. We have regular newsletters, videos and blog content we produce for our clients. We also have an in-house client service team to ensure our clients can call and speak to a member of our team at any time during business hours. The advisor-client relationship is at the heart of everything we do.
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. 8391 Old Courthouse Road, Suite 203 Vienna, VA 22182. 703-356-4360. Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss.