Reviews

I really did not want to update my will, but Vested Partners made my update professionally and correctly. They explained to me the various terms. I knew their names, but needed more help with clarification of their meaning. The support and team spirit of all involved was amazing to experience. They are thorough, great time managers and provide a hospitable atmosphere with tasty coffee and tea. The office is just so upbeat with the old and new renovations. You can tell a lot by the great healthy plants that are seen throughout the office. I have and will certainly refer people to this super service. Thank you for making things better for me. Jennie Sue Murdock

Robyn made the process of planning our will streamlined and seamless. She answered all of our questions, helped us when we needed it, it couldn't have been any easier. You will be in great hands with Robyn and her entire team.

Very efficient, extremely professional and easy to work with. Highly recommend.

Working with Robyn was an absolute pleasure! She is extremely responsive and very thorough. The office is convenient, warm, and inviting.

Vested Partners were very professional and friendly. They helped me with all of my estate planning. They helped me and my family plan for the future. I would highly recommend using them for all of your financial and estate plans.

Very satisfied with our experience and outcome. The staff's professionalism, friendliness, and knowledge were nice to see. Will remember them in the future for additional needs. Thank You for your assistance.

My wife and I got our will and power of attorney. We were really fortunate to have Robyn Ellis help us and sort it all out. I recommend them to my friends all the time.

Very accommodating to my schedule. The appointment was very smooth and efficient and one of the partners took extra time with us to discuss an unrelated issue to the one we had the appointment for.

I have received excellent service and treatment from these professionals at Vested. They have really gone out of their way to make us feel at home - from the moment you enter the door Janelle greets you with a smile and a warm hello. Tammy has been my case worker and does a wonderful job . Every time I have a question she has the answer and gets it back to me ASAP! Then we have Robyn Smith Ellis -The true professional in charge of it all. She has the knowledge and experience to take care of any problem you might have. Anyone needing Elder Care answers- just head to “Vested”! Dave & Karen Palmer

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)

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.