Vested Partners

Vested Partners is a husband-and-wife estate planning and financial services firm serving families throughout the Roanoke Valley from Salem, VA. Led by attorney Robyn Smith Ellis and CFP David W. Ellis, they provide comprehensive legal and financial solutions including wills, trusts, powers of attorney, estate planning, elder law, Medicaid planning, financial planning, and insurance planning—eliminating the need to coordinate across multiple advisors. Their multi-family office approach is designed for families at every life stage, from young professionals to retirees and those managing aging parent care.