Vested Partners is a multi-family office providing legal, financial, fiduciary, and insurance services. We are a client-focused business working with a variety of clients from new families starting out, to adult children and their aging parents. Attorney Robyn Smith Ellis advises clients on wills, trusts, estates, powers of attorney, medical directives and elder law matters including Medicaid and long term care planning and guardianships. David W. Ellis is an independent, Certified Financial Planner (tm) who provides financial planning and investment management services, including retirement planning. David W. Ellis is also an independent insurance agent who brokers life, long term care, and disability insurance.
