VSM Wealth Advisory, LLC

Alexander Barron is a financial advisor with VSM Wealth Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Van Sant and Mewshaw Securities and its related entities since 1992. VSM Wealth Advisory serves individuals, families, trusts, estates, and employee benefit plans by providing discretionary investment management and integrated wealth-advisory services under a fee-only, asset-based model. The firm focuses on asset allocation using index mutual funds and ETFs, incorporates tax-aware strategies, and offers coordinated planning services within its advisory relationships.

Christopher Blair is a CFP® with 12 years of experience in the financial services industry. He has been with Van Sant & Mewshaw, Inc. since 2014 and holds a Series 65 license. Blair is based in Hunt Valley, MD, and is part of a five-advisor team at VSM Wealth Advisory, LLC. VSM Wealth Advisory serves individuals, families, trusts, estates, and employee benefit plans by providing discretionary investment management combined with integrated wealth-advisory services on a fee-only, asset-based model. The firm uses an asset-allocation framework primarily with index mutual funds and ETFs and incorporates tax-aware portfolio management techniques alongside personalized indexing and unified managed account structures.

Fred Hill III is a financial advisor at VSM Wealth Advisory, LLC with 10 years of industry experience. He holds a Series 66 credential and has worked previously at Van Sant & Mewshaw, Inc, PNC Financial Services, UBS Financial Services, UBS Bank USA, and Fidelity Investments. VSM Wealth Advisory serves individuals, families, trusts, estates, and employee benefit plans by providing discretionary investment management alongside integrated wealth-advisory services. The firm employs a fee-only, asset-based model, using an asset-allocation framework focused on index funds and ETFs, and incorporates tax-aware strategies and personalized indexing within its coordinated approach.

Bryan Thaler is a Series 65–licensed financial advisor with 32 years of industry experience. He has been with Van Sant & Mewshaw, Inc. for 28 years. He is part of VSM Wealth Advisory, a team of five advisors that serves individuals, families, trusts, estates, and employee benefit plans with discretionary investment management and integrated wealth-advisory services. The firm uses an asset-allocation approach emphasizing index mutual funds, ETFs, and tax-aware portfolio strategies.

Robert Mewshaw is a financial advisor at VSM Wealth Advisory, LLC with 34 years of industry experience. He has been associated with Van Sant and Mewshaw, Inc. and Van Sant and Mewshaw Securities, Inc. since 1992 and 1993, respectively. He holds Series 63 and Series 65 licenses. VSM Wealth Advisory serves individuals, families, trusts, estates, and employee benefit plans by providing discretionary investment management and integrated wealth advisory services. The firm employs an asset-allocation framework primarily using index mutual funds and ETFs, with emphasis on tax-aware portfolio management and personalized indexing strategies.