About
We are a full-service wealth services firm dedicated to helping you live your best life.
It’s our passion, and we’ll be with you every step of the way.
VLP Financial Advisors is an independent wealth services firm offering a full spectrum of financial services. We work with families and individuals on financial planning, investment management and retirement strategies, as well as with corporate clients to create and manage retirement plans and provide employer and plan participant education.
Why EOS
We are a multigenerational firm that was in the midst of a leadership transfer from the founding partner to the next generation. We choose to start running on EOS to clarify the Leadership Team roles and responsibility and build an organization where we are all rowing in the same direction.
Our Core Values
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