VIP FINANCIAL ASSOCIATES

Overview

VIP Financial Associates is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves a predominantly individual and family client base, with an explicit advisory focus on financial planning, discretionary portfolio management for individuals and small businesses, and selecting outside advisers. Fee arrangements combine a percentage-of-AUM model with fixed fees, and the firm also operates as an insurance broker, which it integrates into client planning and product selection. Investment activity centers on pooled public vehicles as the primary building blocks for client portfolios, with a clear willingness to act as a capital allocator to third‑party managers where appropriate. The firm does not position itself as an active ESG investor and is structured to serve clients within a single-state regulatory footprint rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices