Vested Partners is a multi-family office offering legal, financial, fiduciary, and insurance services. The firm works with a variety of clients, from new families starting out to adult children and aging parents. Attorney Robyn Smith Ellis is known for her thoroughness, patience, and clear communication. She provides advice on wills, trusts, estates, powers of attorney, medical directives, and elder law matters such as Medicaid, long-term care planning, and guardianships. Clients appreciate her professionalism and the time she takes to answer questions, making complex and emotional processes easier to manage. David W. Ellis, an independent Certified Financial Planner and insurance broker, offers financial planning, investment management, and insurance solutions including life, long-term care, and disability insurance. Clients have found the team at Vested Partners to be knowledgeable, supportive, and easy to work with. They value the personalized attention, reasonable costs, and the ability to navigate unique issues calmly. Many recommend Vested Partners for their expertise and trust that the firm will help them plan effectively for their future needs. Overall, Vested Partners is recognized for providing comprehensive, client-focused services with compassion and professionalism.
Robyn has been incredibly helpful in helping me deal with my wife’s estate. She helped me figure out whether or not to sue the hospital, and provided essential information that not only eased my anxiety, but helped me financially. I am very grateful to her and her firm. M. Howell
April 2025
Robyn Ellis is a nice person to work with.She was very informative and she answered all of our questions and took time with us to do that. I definitely would recommend her.
November 2024
Very warm and personalized. Love working with Ms Ellis.
