Wrapped up in our services as fiduciary, we can help with the day-to-day needs of our clients, such as paying bills and identifying agencies that could be of assistance to our clients, such as caregivers, geriatric care managers and hospice services. We can also help bridge the gap between the generations, hosting meetings of parents and children, and facilitate important discussions such as end-of-life decision making. As a multi-family office, we seek to be our clients primary resource for legal and financial matters. We roll our sleeves up and get into the nitty gritty of the family dynamics.
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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.
Plan Sarah Plan2 months ago via Google
I highly recommend Vested Partners for your estate planning needs. The staff are friendly and knowledgeable. My mother was able to have all of her documents drawn up quickly and pleasantly with no stress. Robyn Ellis knows the right questions to ask and she has a wonderful manner with senior citizens. It is clear that she cares about her clients, and she knows how to help them put their affairs are in good order.
T Holbrook2 months ago via Google
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.
Julie Erickson2 months ago via Google
I went to Mrs. Ellis after the adoption of my son was finalized. As a single parent, I wanted to make sure I had a will and safeguards set up if anything were to happen to me. Mrs. Ellis took care of it all after an initial call and I went in to sign everything a few weeks later. She explained all of the legal jargon and helped guide me in the right direction. I had a few questions about investments for my son's future as well. Mr. Ellis sent me some information and chatted with me to get me started. I am so grateful to them both for the piece of mind they have afforded me. The office staff was also very prompt, professional, and courteous. I highly recommend them.
Eric Chen2 months ago via Google
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.
Legal and fiduciary services offered through Robyn Smith Ellis PLC. Investment advice offered through Ellis Financial Group LLC, A Registered Investment Advisor in the Commonwealth of Virginia. Insurance products offered through Ellis Insurance Services LLC.