David Ellis has great knowledge of the industry. He explains every item in your portfolio in great detail. Keeps you informed about how the market reacts to different stimuli. When the market takes a dive, he doesn't run and hide. What he will do is have conference calls for all to join and he discusses the what's and why's and what the plan of action will be. Trying to keep all calm cool and collective. Opens the floor for questions and encourages one on one conversations as well. I am very satisfied with David and his assistants.

David and the team do a great job. Very personalized wealth management approach that is comprehensive yet focused when it needs to be. There are several investment options that are usually not considered with typical financial advisors that use "modern portfolio management approach" to investing. I have been particularly happy with the Global Tactical strategy, which has proven to be responsive to changes in the financial climate with excellent upside gains yet mitigates downside risk. This uses a momentum based model that is constantly monitored for changes in asset class. Most importantly the specific financial concerns of the individual investor are strongly considered in developing a comprehensive plan. This is not a cookie cutter investing, not one size fits all but rather a tailored approach to the individual and their family. I have been with David for many years and strongly recommend him. Merritt Bern (Jon)

I appreciate David and his team. I feel valued and trust his investment approach.

I had a will and several other legal documents prepared by Vested Partners. Each process was a pleasant experience. The staff was knowledgeable, courteous and very accommodating. I feel it is a reflection of management style that the entire staff appeared to be truly happy.

What a wonderful group! We greatly appreciate all that Vested Partners has to offer.

I highly recommend Robyn and her team at Vested Partners. Ms. Ellis was recommended to us when we were having issues with Medicaid and Social Services. Robyn was professional, compassionate, and responsive to all of our questions and needs. They were truly a life saver for our family.

The team at Vested Partners have been professional and friendly from day one. We have utilized their services over the last few years and have been extremely pleased with the level of support, their knowledge base, punctuality and their willingness to take their time to ensure we understood the aspects of our business. We would highly recommend relying on the Vested Partner team for any of your legal, financial and professional needs.

Robyn and her staff have always been very accommodating, professional and very helpful anytime I have had an appointment. I am sure you would be very pleased with their services and expertise.

We have used Vested Partners for estate planning and for investing. Our experiences have always been very positive. The staff is knowledgeable, caring, and responsive. We have recommended the firm to many friends!

Ms. Ellis and her firm were recommended to me last year when I was looking to update my will and some other documents. She and her team were polite and efficient through the whole process with clear communication by phone and email; they were very responsive when I had questions as well. I was very satisfied with the whole experience and the end product, and they managed it all with safe social distancing protocols as it was during the first part of the pandemic.