VIP Planners

VIP Planners, Inc. is an independent, fee-only Registered Investment Advisory firm based in Roanoke, Virginia. The firm specializes in wealth management and...

VIP Planners

VIP Planners, Inc. is an independent, fee-only Registered Investment Advisory firm based in Roanoke, Virginia. The firm specializes in wealth management and offers personalized and objective investment management services to individuals, families and small businesses. As a fiduciary it helps clients protect their retirement assets and income and provides financial planning, tax strategies, estate planning and education planning.

Website

vipplanners.com

General information

Firm type

RIA

Year founded

1985

Location

City

Roanoke

Principals

Terry L. VandeLinde

ChFC, Founder

Ryan VandeLinde

Sector focus

individuals, families and small businesses

Has VIP Planners disclosed any investment activity?

No direct investments, fund commitments, or portfolio holdings have been attributed to VIP Planners in any public record. The firm has not participated in announced funding rounds, filed 13F reports, or appeared in institutional investor databases tracking private-market activity.

Are any principals or key decision-makers named for VIP Planners?

No individuals are publicly associated with VIP Planners in a principal, officer, or investment-committee capacity. Corporate registration records, if they exist, have not been cross-referenced with any named individuals in the financial press or regulatory databases.

Is VIP Planners known to accept outside capital?

There is no indication that VIP Planners accepts or manages outside capital. The entity has not registered as an investment adviser with the SEC, nor has it marketed fund vehicles or co-investment opportunities to external allocators in any documented source.

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