At V Wealth Advisors, we take pride in the fact that we have assembled a true team. We understand that an individual financial professional cannot be an expert on the entire financial spectrum. Similar to doctors and attorneys, each professional within our team specializes in a specific area, thus providing you, our client, with a more diversified knowledge base. Our team approach provides each client with the highest level of service and expertise, which allows us to design a customized, personal comprehensive financial plan.


  • We act as fiduciaries. We are legally bound to always act in your best interest.
  • We are not bound to proprietary products. We work with you to build an individualized portfolio based on your needs.
  • We have a simple, transparent fee structure based upon the assets we manage on your behalf.
  • We offer financial planning and investment management services. We work with your trusted advisors for estate and tax planning to complete your comprehensive plan.

What is a 'Fiduciary'

A fiduciary is a person who acts on behalf of another person, or persons to manage assets. Essentially, a fiduciary is a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other's best interests.