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        (540) 389-6060Visit WebsiteMap & Directions300 E 2nd StSalem, VA 24153Write a Review

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        General Info
        Vested Partners is located in Salem, Virginia and is a multi-family office providing legal, financial, fiduciary and insurance services. Attorney Robyn Smith Ellis assists clients primarily in the areas of wills, trusts and estates and elder law, including Medicaid planning and guardianships. Ms. Ellis also serves as Executor, Trustee, and agent under a Power of Attorney, guardian and conservator for clients who do not otherwise have a suitable person to fill those positions. David W. Ellis is a Certified Financial Planner (TM) who performs financial planning and investment management. An independent insurance agent, Mr. Ellis also writes life insurance, long term care insurance, and disability insurance. We work with a full range of clients and family circumstances, from new families starting out, to adult children struggling with aging parents' issues. Recognizing that some of our clients are not mobile, we are happy to travel to our clients. Our clients include traditional families, unmarried couples as well as same-sex couples. We love helping families manage and plan their affairs and financial lives.
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        Fax: (540) 389-7060

        Services/Products
        Financial, Life Estate Deeds, Power of Attorney, Estate Planning, Trusts & Estates, Disability, Life, Investment Planning, Living Trust Attorney, Elective Share Wills, Nursing Home Law, Guardianship, Asset Protection, IRA Rollovers, Elder Law, Fiduciary, Powers Of Attorney, Trust Administration, Living Trusts, Conservatorship, Legal, Investment Advisors, Probate Administration, Retirement Planning, Long Term Care, Investment Management, Insurance, Trust Funds, Estate & Probate Settlements, Inheritance Planning, Trust Planning, Living Wills, Elder Abuse Attorneys, Guardianships & Conservatorships, Wills, Medicaid Planning for Nursing Home Care, Living Trusts, Disability Insurance, Long Term Care Insurance, Trusts, Investment Management, Wealth Management, Advance Medical Directives, Executor and Trustee Services, Medicaid Annuities, Financial Planning, Living Wills, Life Insurance, Durable General Powers of Attorney.
        Brands
        Vioxx
        Payment method
        mastercard, cash, check, discover, visa, amex, debit, money order
        Accreditation

        Certified Financial Planner (tm), Accredited Investment Fiduciary (tm)

        AV Rated, Martindale-Hubbell

        National and Virginia Academies of Elder Law Attorneys

        Financial Planning Association

        AKA

        Vested Partners, Robyn Smith Ellis & David Ellis

        Other Link

        http://www.vestedmfo.com

        Social Links
        Categories
        Family Law Attorneys, Attorneys, Elder Law Attorneys, Estate Planning Attorneys, Estate Planning, Probate, & Living Trusts, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Wills, Trusts & Estate Planning Attorneys

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        Details

        Phone: (540) 389-6060

        Address: 300 E 2nd St, Salem, VA 24153

        Website: http://www.vestedmfo.com