Vested Partners

Vested Partners

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Vested Partners is a family owned business providing estate planning, investment services, elder law, David W.

Vested Partners is a multi-family office providing legal, financial, fiduciary, and insurance services. Robyn Smith Ellis is a wills, trusts, estates, and elder law attorney. Ellis is a Certified Financial Planner (tm) and provides financial planning and investment management.

Photos from Vested Partners's post 06/21/2026

Celebrating all fathers today, including the ones in our lives! Here’s to all the good dads!

06/04/2026

We are so happy to share a recent Google review from a client. We value our long term relationships with clients who also become friends.

06/04/2026

Pride Month is a reminder that visibility, acceptance, and belonging matter deeply. At Vested Partners, we are committed to being a safe, welcoming space where every client — regardless of who they love or how they define family — is treated with warmth and respect. To our LGBTQ+ clients and community: we see you, we celebrate you, and we’re honored to serve you. 🌈

Watch Out for These Common Scams 05/18/2026

Occasionally we speak with clients who have been scammed, or whose parents have been scammed, out of money. We are sharing a guide written by the National Academy of Elder Law Attorneys regarding the most common scams. Please reach out if we can help.

Watch Out for These Common Scams Occasionally we speak with clients who have been scammed, or whose parents have been scammed, out of money. We are sharing a guide written by the National Academy of Elder Law Attorneys regarding the most common scams. Please reach out if we can help.   Click here to view the guide.   Click here o...

05/12/2026

Take a look at this event coming up with Good Samaritan Hospice in Roanoke.

Love does not end when someone dies. It changes shape. It becomes a memory, a story, a song, a familiar place, a quiet moment when we feel them close.

Good Sam’s 2nd Annual Memorial Service & Butterfly Release offers a meaningful way to honor that love. Join us on June 6 at 10 a.m. as we gather as a community to remember loved ones, celebrate their lives, and release butterflies in their memory.
Honor a loved one today at goodsam.care/butterfly-release.

05/08/2026

Congratulations to the winner of our Shred Day raffle, Jim Robertson! Thank you to everyone who came out this year!

You Have A Revocable Trust, But Have You Funded It? 05/05/2026

Hoping to avoid probate using a revocable trust? Pay attention to these considerations!

You Have A Revocable Trust, But Have You Funded It? You probably know that a revocable trust avoids probate, but did you know that this is only true if you have funded your trust?

Taking Over the Finances After Losing a Spouse: A Practical Guide 04/30/2026

Losing a spouse is hard enough. Suddenly being responsible for finances you have never managed before doesn't have to be.

Taking Over the Finances After Losing a Spouse: A Practical Guide

Does Virginia Have an Inheritance Tax? 04/28/2026

If you're worried about inheritance taxes in Virginia, there's good news. Here's what Virginia residents actually need to know.

Does Virginia Have an Inheritance Tax? Does Virginia have an inheritance tax? Estate planning attorney Robyn Smith Ellis in Salem breaks down what Virginia residents need to know.

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Telephone

Address


300 E. 2nd Street
Salem, VA
24153

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm