We Work With FamiliesFrom Young Professionals to Empty Nesters and Beyond

Welcome to Vested Partners A Multi-Family Office

SERVING CLIENTS THROUGHOUT THE ROANOKE VALLEY & BEYOND FROM OUR OFFICE IN SALEM

vested partners office

Families bring us all joy. Starting them, nurturing them, caring for them. There are times, though, when worrying for our family’s welfare seems overwhelming. Who do we call for this? Who can advise on that? And when we get the advice we need from one professional, we have to translate it to all of the others advising us!

We are Vested Partners, and we work with families. New ones, mature ones, in-between ones. Traditional families, and non-traditional families. Even better, we cover nearly every corner of a family’s welfare under one roof. We are a husband and wife team providing legal and financial services. We are dedicated to our family, and yours.

We can help you with these problems and more…

We can help you with these problems and more...

Estate Planning

There are many legal strategies involved in estate planning, including wills, trusts, durable powers of attorney, and health care documents.

Financial Planning

Recent research has revealed that the vast majority of a family's wealth is accumulated in the 10 years preceding retirement.

Elder Law

Elder law is another aspect of estate planning, focusing primarily on the needs of families and individuals as they age.

Medicaid

Change is life’s only constant. Sometimes these changes strike without warning. If you or a loved one has experienced a sudden illness or serious accident, you understand how abruptly everything can change.

Financial Services

You only get one financial life, but we’ve assisted hundreds in organizing, implementing and monitoring their financial lives. As insurmountable as your situation may seem, we’ve seen it before…and we’ve helped before.

Insurance Planning

When we talk about investing, family and locally owned Vested Partners A Multi-Family Office spends a great deal of time discussing financial risks.

Our Team Members

Plan For Your Stage In Life

Client Success Stories

Posted on Google
Amy Meacham
May 5, 2026.
Google star 1Google star 2Google star 3Google star 4Google star 5
Very professional and knowledgeable.
Posted on Google
Hunter Wimmer
March 27, 2026.
Google star 1Google star 2Google star 3Google star 4Google star 5
[Financial folks have commented on how comprehensive and succinct my mom's estate package was. Her estate was settled in less than 4 months after her death] ... Robyn and her crew made this process incredibly easy. The documentation they drew up (will, trust, POA, and AMD) was very easy to understand as a layperson and very easy to execute — especially the will part (tip: have one person be the executor and trustee – and have them handle all of the personal effects/cars/jewelry. Robyn will explain). They were also available "after the sale" to help me through the process of settling the estate with very actionable and practical advice that saved me heartache and headache. They have a no-nonsense and very "real" way of constructing language that is clear and purposeful without the bloviated lawyer tone. On the flip side, my father in Florida paid half as much but I've had to pay other lawyers 20X as much to sort through the mess he left... and they can turn 12 words into 250 and charge you double for each vowel. Do it right the first time, because you don't get a do-over with this stuff. If you're looking for a comprehensive, simple, supportive estate-package, Robyn is the person to turn to. If you hate your kids and want to inflict pain after your death, prompting your kids to burn photos of you, I've got a guy in Vero Beach, FL you can call (rhymes with "dawn").
Posted on Google
Ann Hawley
February 19, 2026.
Google star 1Google star 2Google star 3Google star 4Google star 5
Having been unaccustomed to working with attorneys, I was a little apprehensive on my first meeting with Robyn Smith Ellis and her staff. They all made me very comfortable and at ease. Robyn was quick to understand the reason for my visit, and did some research we both could see on her big screen. She would need to obtain some information from the Courts before we meet again. I also needed to set up my will, POA and other estate papers. These were ready to peruse, make any necessary updates and sign at my next visit, along with the main reason for my initial visit. I would recommend Robyn Smith Ellis and her competent team for any need you may have, Elder law, family or business.
Posted on Google
Jeff Martin
February 6, 2026.
Google star 1Google star 2Google star 3Google star 4Google star 5
I am very thankful to Vested Partners for helping me process my will. They were very kind and easy to work with! I would recommend them to anyone.
Posted on Google
Cris Flippen
October 17, 2025.
Google star 1Google star 2Google star 3Google star 4Google star 5
My husband and I are very pleased with the services received from Robin Ellis and Vested Partners. Everything was very clear and all of our questions were answered in a personal and professional manner. We have a peace of mind that our adult children and grandchildren will have minimal issues settling our estate after our departures.
Posted on Google
LISA K. Taylor
August 29, 2025.
Google star 1Google star 2Google star 3Google star 4Google star 5
Robyn and her team at Vested Partners did an excellent job for us. We enjoyed working with them and would highly recommend her.
Posted on Google
Melissa Howell
April 17, 2025.
Google star 1Google star 2Google star 3Google star 4Google star 5
Robyn has been incredibly helpful in helping me deal with my wife’s estate. She helped me figure out whether or not to sue the hospital, and provided essential information that not only eased my anxiety, but helped me financially. I am very grateful to her and her firm. M. Howell
Posted on Google
Terri Hancock
April 1, 2025.
Google star 1Google star 2Google star 3Google star 4Google star 5
Robyn Ellis is a nice person to work with.She was very informative and she answered all of our questions and took time with us to do that. I definitely would recommend her.
Posted on Google
Sue Seaman
February 20, 2025.
Google star 1Google star 2Google star 3Google star 4Google star 5
Vested Partners was recommended to us by our daughter, We had no idea how to begin planning for our future, Robyn provided expert advice to help us decide what was best for our family. She and her staff were professional and worked to put our plan together in a timely manner and at a reasonable cost. Thank you for your support! The Seaman's

Memberships and Accomplishments

Join Our eNewsletter