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.