About the Business
Introduction:
- Vested Partners is located in Salem, Virginia and is a multi-family office providing legal, financial, fiduciary and insurance services.
Service:
- 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.
- 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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- (540) 404-2610
- 300 E 2nd St, Salem, VA 24153
- Visit Website
Opening Time
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Mon - Thu
8:00 am - 4:30 pm
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Fri
8:00 am - 4:00 pm
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Sat - Sun
Closed
