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Vested Partners Overview
Type
Multi Family Office
General Information
Vested Partners is a multi-family office headquartered in Salem, United States. Founded in 2015 by attorney Robyn Smith Ellis and certified financial planner David W. Ellis, the firm grew out of the couple’s estate-law and wealth-management businesses, channeling the family’s professional earnings into a platform that provides integrated legal, fiduciary and investment services for multiple high-net-worth families across the Roanoke Valley and beyond.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Salem, VA, United States
Portfolio & Notable Allocations
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