Vested Partners - Robyn Smith Ellis & David Ellis
300 E 2nd St, Salem, VA 24153
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.
More Business Info
- Hours
- Regular Hours
Mon - Thu: Fri: Sat - Sun Closed - Extra Phones
Fax: 540-389-7060
- Services/Products
- Financial
- Life Estate Deeds
- Power of Attorney
- Estate Planning
- Trusts & Estates
- Disability
- Life
- Investment Planning
- Living Trust Attorney
- Elective Share Wills
- Nursing Home Law
- Guardianship
- Asset Protection
- IRA Rollovers
- Elder Law
- Fiduciary
- Powers Of Attorney
- Trust Administration
- Living Trusts
- Conservatorship
- Legal
- Investment Advisors
- Probate Administration
- Retirement Planning
- Long Term Care
- Investment Management
- Insurance
- Trust Funds
- Estate & Probate Settlements
- Inheritance Planning
- Trust Planning
- Living Wills
- Elder Abuse Attorneys
- Guardianships & Conservatorships
- Wills
- Medicaid Planning for Nursing Home Care
- Living Trusts
- Disability Insurance
- Long Term Care Insurance
- Trusts
- Investment Management
- Wealth Management
- Advance Medical Directives
- Executor and Trustee Services
- Medicaid Annuities
- Financial Planning
- Living Wills
- Life Insurance
- Durable General Powers of Attorney
- Brands
- Vioxx
- Payment method
- mastercard, cash, check, discover, visa, amex, debit, money order
- 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
- Social Links
- Categories
- Wills, Trusts & Estate Planning Attorneys, 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