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VLP Financial Advisors

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Washington, DC
CRD Number
Website vlpfa.com
Client types

Overview

VLP Financial Advisors is an independent, full-service wealth management firm that provides comprehensive financial planning, investment management, and retirement planning services to families and individuals. The firm also collaborates with corporate clients to develop and manage retirement plans and employee education programs. VLP Financial Advisors emphasizes a partnership approach, assisting clients in aligning their financial decisions with their long-term goals and vision for the future, enabling them to thrive at every stage of life. The firm exclusively invests in publicly accessible, liquid 40 Act funds and does not engage in alternative or private investment strategies. Sean Beznicki serves as the Director of Investments.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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