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      DETAILS
      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.
      Extra Phones

      Fax: 540-389-7060

      Hours
      Regular Hours
      Mon - Thu:
      Fri:
      Sat - SunClosed
      Social Links
      Categories
      Attorneys, Elder Law Attorneys, Estate Planning Attorneys, Estate Planning, Probate, & Living Trusts, Family Law Attorneys, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Wills, Trusts & Estate Planning Attorneys
      Services/Products
        FinancialLife Estate DeedsPower of AttorneyEstate PlanningTrusts & EstatesDisabilityLifeInvestment PlanningLiving Trust AttorneyElective Share WillsNursing Home LawGuardianshipAsset ProtectionIRA RolloversElder LawFiduciaryPowers Of AttorneyTrust AdministrationLiving TrustsConservatorshipLegalInvestment AdvisorsProbate AdministrationRetirement PlanningLong Term Care
        Investment ManagementInsuranceTrust FundsEstate & Probate SettlementsInheritance PlanningTrust PlanningLiving WillsElder Abuse AttorneysGuardianships & ConservatorshipsWillsMedicaid Planning for Nursing Home CareLiving TrustsDisability InsuranceLong Term Care InsuranceTrustsInvestment ManagementWealth ManagementAdvance Medical DirectivesExecutor and Trustee ServicesMedicaid AnnuitiesFinancial PlanningLiving WillsLife InsuranceDurable General Powers of Attorney
      Payment Options
      Brands
      Vioxx
      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

      Data provided by one or more of the following: Thryv, Data Axle, Yext.