A complete list of active advisors currently associated with VSM Wealth Advisory, LLC
Warmer can help you find a great advisor at VSM Wealth Advisory, LLC or one who fits your needs even better.
VSM Wealth Advisory serves individual investors (including high‑net‑worth clients), retirement plan participants, trusts, estates and charitable organizations, offering discretionary portfolio management and investment supervisory services across approximately $677.5 million in assets under management. The firm provides ongoing management of client accounts and acts as a 3(38) fiduciary for qualified retirement plans where applicable. The firm’s investment process is centered on asset allocation and primarily implemented with index mutual funds and exchange‑traded funds, with portfolios tailored to clients’ goals, time horizon and risk tolerance. In certain situations VSM may employ inverse and leveraged ETFs, and limited options strategies (covered calls, put hedges and collars), and it may allocate portions of client portfolios to third‑party independent managers. A notable distinction versus many peers is that VSM does not offer comprehensive financial planning as a core service; planning is described as incidental and cursory rather than a standalone offering, with separate consulting engagements available on an ad hoc basis. The firm is fee‑only, manages all reported assets on a discretionary basis, and combines a largely passive implementation with occasional use of higher‑complexity instruments, a combination that may be atypical for teams of comparable size.
To learn more about the advisors currently working at VSM Wealth Advisory, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Hunt Valley, MD
| 33
| |
Hunt Valley, MD
| 11
| |
Hunt Valley, MD
| 10
| |
Hunt Valley, MD
| 33
| |
Hunt Valley, MD
| 32
|
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