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.
I am very thankful to Vested Partners for helping me process my will. They were very kind and easy to work with! I would recommend them to anyone.
October 2025
My husband and I are very pleased with the services received from Robin Ellis and Vested Partners. Everything was very clear and all of our questions were answered in a personal and professional manner. We have a peace of mind that our adult children and grandchildren will have minimal issues settling our estate after our... read full comment
August 2025
Robyn and her team at Vested Partners did an excellent job for us. We enjoyed working with them and would highly recommend her.
