Expert wealth management with a personal touch for lasting financial security.
VLP Financial Advisors provides comprehensive wealth management and financial planning services in Vienna, VA. The firm specializes in retirement planning, investment management, and personalized financial guidance for individuals and families. With a team of knowledgeable and empathetic advisors, VLP focuses on building long-term client relationships through clear communication, tailored strategies, and exceptional client service. Clients appreciate the firm's proactive approach, attention to detail, and commitment to helping them achieve financial peace of mind during life transitions and beyond.
8391 Old Courthouse Rd # 203, Vienna, VA 22182, USA
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Comprehensive investment strategies tailored to your financial goals and risk tolerance.
Personalized guidance for transitioning into retirement, including income and savings strategies.
Expert advice on market trends, investments, and financial decisions explained in easy-to-understand terms.
Responsive and friendly assistance for all client inquiries and administrative needs.
In-depth investigation of investment options to optimize your portfolio and ensure security.
Overall rating
rebecca porter
I started working with VLP summer of 2025 and my experience has been outstanding. Liz, Joy and the entire staff are personable, professional, and extremely knowledgeable. I'm so impressed that they go the extra mile to investigate investment options, answer my questions and make sure I understand where my money is going. I feel very secure working with them and so happy that I met them. They are truly the best.
Suzanne Miller
VLP Financial Advisors is exceptional and I highly recommend this group. Chris Mellone has been my advisor -- and the comfort level he has given me the past few years has been amazing. I feel like my financial security is in first-rate hands. Chris has a wealth of knowledge about market trends and easily translates finanical conditions into easy-to-understand terms. He is calm, ultra organized and very empathetic. He is always responsive -- and quick to set up calls. I had a change in my work situation that led to an earlier-than-expected retirement, and Chris has been there every step of the way through this transition.
Mary Kemper
We’ve had a wonderful experience with VLP and couldn’t be happier with the guidance and support they provide. We have had the pleasure of working with both Sarah Avila and Dan Lash. They are both incredibly knowledgeable and take the time to explain everything in a way that makes sense, helping us feel confident in our financial decisions. And a special shoutout to Keri Baldino, who is always so friendly, responsive, and helpful on the client service side—she truly goes above and beyond. We’re grateful for the whole team at VLP and highly recommend them! ⭐⭐⭐⭐⭐
Mary Picard
My husband and I have been working for several years with Sarah Avila and her team at VLP as we have transitioned into the retirement phase of our lives. We are just so pleased with the help, advice, and care we have received and I am comfortable with the guidance Sarah provides. She clearly cares about her clients and is very approachable and quick to respond to our questions or concerns. It didn't take us long to realize that we can trust Sarah and her sound advice -- the decisions she makes on our behalf are very intentional and well planned and tailored to our specific goals. Thank you Sarah and the VLP team for that peace of mind!
Wayne lizama
VLP Financial Advisors offers top-notch wealth management services, acting as the ultimate concierge in this field. They have a highly skilled team that combines expert knowledge with a professional and caring attitude. Whether you are just starting on your wealth management journey or transitioning into retirement, you can rely on Rose and her team to provide comforting and reliable guidance throughout the entire process. I can't imagine working with anyone else. Do yourself and your family a favor by entrusting VLP with managing your finances.
