A complete list of active advisors currently associated with VASS Financial Strategies

Warmer can help you find a great advisor at VASS Financial Strategies or one who fits your needs even better.

Vass Financial Strategies provides investment management and comprehensive financial planning to individuals, high‑net‑worth clients, and employer-sponsored retirement plans, and also offers retirement plan consulting to plan sponsors. The firm sponsors a wrap fee program for individualized accounts and manages approximately $42.4 million in client assets (about $41.4M discretionary and $1.05M non‑discretionary as of December 31, 2025). The firm develops client-specific investment policy statements through personal discussions of goals, time horizons, and risk tolerance, then constructs and supervises portfolios using a mix of passive index funds and active techniques, including fundamental, technical, cyclical and charting analysis. Investment management is typically discretionary and financial planning services are integrated into ongoing portfolio supervision, with planning fees included in the management fee. Distinctive aspects relative to many independent peers include the firm’s role as a wrap fee sponsor, its work with corporate or business clients and provision of pension/retirement plan consulting, and its principal’s licensure to sell life and health insurance. The brochure discloses that the principal spends approximately 15% of his time on insurance sales, a potential conflict the firm says it monitors when making product recommendations.

To learn more about the advisors currently working at VASS Financial Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.