Vested Partners

Vested Partners Vested Partners is a family owned business providing estate planning, investment services, elder law, David W.

Vested Partners is a multi-family office providing legal, financial, fiduciary, and insurance services. Robyn Smith Ellis is a wills, trusts, estates, and elder law attorney. Ellis is a Certified Financial Planner (tm) and provides financial planning and investment management.

Occasionally we speak with clients who have been scammed, or whose parents have been scammed, out of money.  We are shar...
05/18/2026

Occasionally we speak with clients who have been scammed, or whose parents have been scammed, out of money. We are sharing a guide written by the National Academy of Elder Law Attorneys regarding the most common scams. Please reach out if we can help.

Occasionally we speak with clients who have been scammed, or whose parents have been scammed, out of money. We are sharing a guide written by the National Academy of Elder Law Attorneys regarding the most common scams. Please reach out if we can help.   Click here to view the guide.   Click here o...

Take a look at this event coming up with Good Samaritan Hospice in Roanoke.
05/12/2026

Take a look at this event coming up with Good Samaritan Hospice in Roanoke.

Love does not end when someone dies. It changes shape. It becomes a memory, a story, a song, a familiar place, a quiet moment when we feel them close.

Good Sam’s 2nd Annual Memorial Service & Butterfly Release offers a meaningful way to honor that love. Join us on June 6 at 10 a.m. as we gather as a community to remember loved ones, celebrate their lives, and release butterflies in their memory.
Honor a loved one today at goodsam.care/butterfly-release.

Congratulations to the winner of our Shred Day raffle, Jim Robertson! Thank you to everyone who came out this year!
05/08/2026

Congratulations to the winner of our Shred Day raffle, Jim Robertson! Thank you to everyone who came out this year!

Hoping to avoid probate using a revocable trust? Pay attention to these considerations!
05/05/2026

Hoping to avoid probate using a revocable trust? Pay attention to these considerations!

You probably know that a revocable trust avoids probate, but did you know that this is only true if you have funded your trust?

Losing a spouse is hard enough. Suddenly being responsible for finances you have never managed before doesn't have to be...
04/30/2026

Losing a spouse is hard enough. Suddenly being responsible for finances you have never managed before doesn't have to be.

If you're worried about inheritance taxes in Virginia, there's good news. Here's what Virginia residents actually need t...
04/28/2026

If you're worried about inheritance taxes in Virginia, there's good news. Here's what Virginia residents actually need to know.

Does Virginia have an inheritance tax? Estate planning attorney Robyn Smith Ellis in Salem breaks down what Virginia residents need to know.

If you read my recent blog post about going to Greece, I wanted to give this “important” update! - Robyn
04/25/2026

If you read my recent blog post about going to Greece, I wanted to give this “important” update! - Robyn

Did someone say donuts?!!! Don’t forget our free shred day tomorrow, April 25. Grab a donut and some coffee. Details in ...
04/24/2026

Did someone say donuts?!!! Don’t forget our free shred day tomorrow, April 25. Grab a donut and some coffee. Details in comments.

From Myrtle Beach to Athens: Robyn on grief, growth, and what estate planning has taught her about living now.
04/13/2026

From Myrtle Beach to Athens: Robyn on grief, growth, and what estate planning has taught her about living now.

From Myrtle Beach to Athens: Robyn on grief, growth, and what estate planning taught her about living now.

Address

300 E. 2nd Street
Salem, VA
24153

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

Telephone

+15403896060

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