VLP Financial Advisors

VLP Financial Advisors VLP Financial Advisors is an independent, full-service wealth services firm. Strategic Financial Advice - It's The Decisions You Make That Matter.

We work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees. We provide sophisticated investment solutions based on each individual situation, and the specific needs, goals, and circumstances of each client. We approach each and every client from a holistic and personal perspective starting with

a custom financial plan. What Makes Us Unique:
Financial Planning is a process that involves discovering your goals and developing a plan to help meet those goals. We have over fifty years of collective experience in planning and assisting our clients in making financial decisions. Using a team approach, we are able to provide a broad range of financial services with specific experience, and strong, personalized client support. To help you reach your goals, needs, and objectives, our services include:

Cash Flow Analysis
College Funding Advice
Elder Care Strategies
Estate Planning
Investment Analysis
Second Opinion on Investments or Current Financial Plan
Income Tax Planning
Insurance Analysis
Personal Financial Planning
Retirement Planning Strategies

8391 Old Courthouse Road, Ste 203, Vienna, VA 22182. Securities & advisory services are offered through Cetera Advisor Networks LLC (doing business in CA as CFGAN Insurance Agency) member FINRA/SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. No products will be presented in any of the above presentations. All content is for informational purposes Cetera is under separate ownership from any other named entity.

06/02/2026

Headlines can drive market decisions so the challenge is staying grounded in a plan when emotions are running high.

In this clip, Rose Price, CFP®, AIF®, Financial Advisor, and Chris Mellone, CFA, CFP®, AIF®, Financial Advisor, talk about how geopolitical events you see in the news can drive a lot of emotion and short-term market volatility.

From the role of diversification to how quickly markets refocus on earnings and fundamentals, they walk through how they think about these moments.

Watch the full episode here: https://youtu.be/SzvxP5nnkmw

Visit vlpfa.com to download resources or schedule a complimentary consultation: https://www.vlpfa.com/contact-us

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisors LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Wealth Services LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Due to the volatility of the market and the securities mentioned, opinions are subject to change without notice. A diversified portfolio does not assure a profit or protect against loss in a declining market. Hosted by Rose Price, CFP®, AIF®, Partner, Financial Advisor, and Christopher Mellone, CFA, CFP®, AIF®, Partner, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd., Suite 203, Vienna, VA 22182. 703-356-4360.

06/01/2026

401k vs Non-Retirement Accounts - Which is better?

Not all accounts are created equal, especially when it comes to accessing your money.

In this clip, Rose Price, CFP®, AIF® and Christopher Mellone, CFA, CFP®, AIF® break down the key difference between retirement accounts and non-retirement accounts. While 401(k)s offer tax advantages, they also come with restrictions, penalties, and rules around when and how you can access your funds.

On the other hand, non-retirement accounts offer more flexibility, which give you the ability to access money when you need it, often with different tax treatment.

Watch the full episode on Maximizing Your Retirement Savings: https://youtu.be/5w0ME8CoC2M

Visit vlpfa.com to download resources or schedule a complimentary consultation to begin your personalized Retirement Readiness Journey.

Schedule a complimentary consultation: https://www.vlpfa.com/contact-us

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Wealth Services LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Distributions from traditional IRA’s and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 1/2, may be subject to an additional 10% IRS tax penalty. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Due to the volatility of the market with the markets mentioned, opinions are subject to change without notice. A diversified portfolio does not assure a profit or protect against loss in a declining market. Hosted by Rose Price, CFP®, AIF®, Partner, Financial Advisor and Chris Mellone, CFA, CFP®, AIF® Partner, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd., Suite 203; Vienna, VA 22182. 703-356-4360.

QUOTED! Daniel Lash, CFP®, AIF®, Partner, Financial Advisor, was quoted on AdvisorEngine.com - The $1 billion inflection...
05/28/2026

QUOTED! Daniel Lash, CFP®, AIF®, Partner, Financial Advisor, was quoted on AdvisorEngine.com - The $1 billion inflection point for financial advisors

Check out the full article here: https://www.advisorengine.com/action-magazine/articles/the-billion-dollar-inflection-point-for-financial-advisors

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.



Disclosure: Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Information is provided by Daniel Lash, CFP®, AIF®, Partner, Financial Advisor, and written by Bernice Napach from Action! Magazine, a non-affiliate of Cetera Wealth Services, LLC. The information described herein is not endorsed by or affiliated with Cetera Wealth Services LLC, or its affiliates. VLP Financial Advisors, 8391 Old Courthouse Rd, Suite 203, Vienna, VA 22182. 703-356-4360.

05/27/2026

You turn on the news, see what’s going on in the world and it’s hard not to think, “Should I be doing something with my investments?”

In this clip, Rose Price, CFP®, AIF®, Financial Advisor, and Chris Mellone, CFA, CFP®, AIF®, Financial Advisor, discuss how historically, during conflicts, markets tend to refocus on fundamentals pretty quickly.

Staying diversified, sticking to your strategy, and understanding that these events are part of the cycle can help you avoid reacting in the moment and may even help spot opportunities when they come up.

Watch the full episode here: https://youtu.be/SzvxP5nnkmw

Visit vlpfa.com to download resources or schedule a complimentary consultation: https://www.vlpfa.com/contact-us

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisors LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Wealth Services LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Due to the volatility of the market and the securities mentioned, opinions are subject to change without notice. A diversified portfolio does not assure a profit or protect against loss in a declining market. Hosted by Rose Price, CFP®, AIF®, Partner, Financial Advisor, and Christopher Mellone, CFA, CFP®, AIF®, Partner, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd., Suite 203, Vienna, VA 22182. 703-356-4360.

What are the 401(k) 2026 contribution limits?In this episode, Andrew Fincher, CFP®, AIF®, Financial Advisor, walks you t...
05/26/2026

What are the 401(k) 2026 contribution limits?

In this episode, Andrew Fincher, CFP®, AIF®, Financial Advisor, walks you through what changed for 2026. Contribution limits are up, which means more opportunity to save in a tax-advantaged way.

• $24,500 employee contribution limit
• Higher catch-up contributions if you’re 50+
• Even more flexibility if you’re in that 60–63 window

These increases may not seem huge year to year, but over time they can make a meaningful difference. At the start of each year, it’s a good reminder to review your contributions and see if there’s room to bump them up, even if it's just a little.

Click here to watch the full episode: https://youtu.be/KmX1GwjO4PA

Visit vlpfa.com to download resources or schedule a complimentary consultation: https://www.vlpfa.com/contact-us

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Wealth Services LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Hosted by Andrew Fincher, CFP®, AIF®, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd, Suite 203, Vienna, VA 22182. 703-356-4360.

A great day out at River Creek Club in Leesburg, VA for the Financial Planning Association’s annual charity golf event o...
05/25/2026

A great day out at River Creek Club in Leesburg, VA for the Financial Planning Association’s annual charity golf event on May 11th.

Several of our advisors at VLP joined other local firms in the area for a day centered around community, connection, and a little friendly competition on the course. This event helped raise money for local charities and brought together professionals in the financial advising community in a meaningful way.

Pictured: Liz Williams, Sarah Avila, Sherri Rosenberg, and Dean Tsantes

New Office Space! In Progress.We will soon be moving into a new, larger office space located less than a mile from our c...
05/21/2026

New Office Space! In Progress.

We will soon be moving into a new, larger office space located less than a mile from our current office. While it’s still under construction, this next chapter reflects the growth of our team and our continued focus on creating a better experience for both our clients and our people.

We’re looking forward to a space that allows us to collaborate more, host clients more comfortably, and continue building for the future. Stay tuned as it all comes together!

Pictured: Chris Mellone, Nicholas DiFiore, Daniel Lash, and Rose Price

05/20/2026

One law changed everything - The Equal Credit Opportunity Act - it was a game changer.

In this clip, Rose Price, CFP®, AIF®, Partner, Financial Advisor, Liz Williams, Financial Advisor, Cindy Alexander, CFP®, Financial Advisor, and Sarah Avila, CFP®, CDFA® Financial Advisor, talk about the Equal Credit Opportunity Act and why it was such a turning point. Before it, women couldn’t access credit on their own. After it, they could finally start building financial independence. It opened the door to owning homes, starting businesses, and building wealth in a way that simply wasn’t possible before.

Watch the full episode on How Women’s Financial Power Has Evolved: https://youtu.be/0ngaljhXpYs



Visit vlpfa.com to download resources or schedule a complimentary consultation: https://www.vlpfa.com/contact-us

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Wealth Services LLC. Information is based on sources believed to be reliable. However, their accuracy or completeness cannot be guaranteed. Statistics and figures are taken from the following sources: Ecommerce Tips, Pew Research Center, and United States Census Bureau. Hosted by Rose Price, CFP®, AIF®, Partner, Financial Advisor, Liz Williams, Financial Advisor, Cindy Alexander, Financial Advisor, and Sarah Avila, CFP®, CDFA® Financial Advisor. VLP Financial Advisors, 8391 Old Courthouse Rd, Suite 203, Vienna, VA 22182. 703-356-4360.

Trading fees get a lot of attention but are they actually the thing investors should focus on most?In this month’s blog,...
05/19/2026

Trading fees get a lot of attention but are they actually the thing investors should focus on most?

In this month’s blog, Sean Beznicki, Director of Investments, breaks down what trading fees really are, why they exist, and where they fit into the bigger picture of investing.

Because while costs matter, good financial decisions shouldn’t be driven by trying to avoid every small fee. Things like diversification, planning, tax strategy, and long-term discipline usually have a much bigger impact over time.

Read the full blog article here: https://www.vlpfa.com/blog/understanding-trading-fees-what-they-are-and-what-they-arent

If you are not confident in your portfolio positioning or would like us to review your current approach to investing, please reach out to us! Conveniently schedule time with one of our advisors here: https://www.vlpfa.com/schedule-a-meeting

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. A diversified portfolio does not assure a profit or protect against loss in a declining market. Additional compensation may apply in the form of commissions for the purchase of individual stocks and bonds, and through service fees (12b-1) for mutual fund transactions. Fees, charges, and expenses are detailed in Cetera Investment Advisers LLC’s ADV Part 2A.

Our very own, Rose Price, CFP®, AIF®, Partner, Financial Advisor, has been featured in this month’s Washingtonian Magazi...
05/18/2026

Our very own, Rose Price, CFP®, AIF®, Partner, Financial Advisor, has been featured in this month’s Washingtonian Magazine special section, Women of Influence. We couldn’t think of a more deserving person to be included.

This recognition highlights women across the region who are making an impact through leadership, innovation, and service.

For more than 25 years, Rose has helped guide clients through some of life’s biggest financial decisions while also helping shape the culture and growth of our firm. Her leadership, thoughtfulness, and dedication to both clients and the team are a huge part of what makes VLP what it is today.

The special issue is out now, and we’re excited to celebrate this well-deserved recognition for Rose!

Address

Vienna, VA

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(703) 356-4360

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