A complete list of active advisors currently associated with Virtus Financial Partners

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

Virtus Financial Partners advises individuals, high‑net‑worth clients, small businesses and employer‑sponsored retirement plans, offering discretionary portfolio management, financial planning, 529 college‑savings advisory, and qualified plan consulting. The firm provides investment analysis, ongoing portfolio reviews, and requires a written financial services agreement before beginning engagement. Their investment process emphasizes fundamental, cyclical and economic analysis to inform model portfolios and asset allocation, and the firm may engage third‑party managers under discretionary authority. VFP also implements held‑away order‑management tools (such as Pontera and Future Capital) to monitor and rebalance employer‑sponsored accounts like 401(k)s and HSAs alongside custodial accounts. The firm is notable for an unusually high client load per adviser — roughly 600 clients served by three advisers — and for offering participant education and workshop‑style communications for retirement plans. It also maintains programs targeted to younger clients, including a structured planning program for recent college graduates, and has added dedicated 529 plan advisory services to its offerings.

To learn more about the advisors currently working at Virtus Financial Partners, 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.