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VLP Financial Advisors

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McLean, VA
VLP Financial Advisors

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VLP Financial Advisors is an independent, full-service wealth services firm. Cetera is under separate ownership than any other named entity.

We work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees. VLP Financial Advisors is an independent wealth services firm offering a full spectrum of financial services. We work with families and individuals on financial planning, investment management and retirement strategies, as well as with corporate clients to create and manage retirement plans and provide employer and plan participant education. Find out more about with VLP Financial Advisors and how we can help you live greater. Our individualized services include:
- Financial planning
- Asset management and investment strategies
- Retirement planning
- Risk management analysis
- Estate legacy planning
- Insurance coverage analysis

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.

10/26/2026

The few years leading up to retirement are filled with important financial decisions, and avoiding common mistakes can make a meaningful difference in your long-term success.

On Episode 10 of the Retirement Readiness Journey, Dan Lash, CFP®, AIF®, and Rose Price, CFP®, AIF® discussed seven of the biggest retirement planning mistakes they see pre-retirees make and how thoughtful planning can help you avoid them. From tax strategies and Social Security decisions to retirement income planning and coordinating with your professional team, here are practical insights to help you prepare with confidence.

Are you making these mistakes? 👉

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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 Rose Price, CFP®, AIF®, Partner, Financial Advisor, and Daniel Lash, CFP®, AIF®, Partner, Financial Advisor; VLP Financial Advisors, 1751 Pinnacle Drive, Suite 425, McLean, VA 22102. 703-356-4360.

10/23/2026

QUOTED! Daniel Lash, CFP®, AIF®, Financial Advisor, was quoted on Business Insider - Pay off debt or invest? Here's where you should put your extra cash

Check out the full article here: https://www.businessinsider.com/personal-finance/pay-debt-vs-invest

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®, Financial Advisor, and created by the Commerce Team at Business Insider with Freedom Debt Relief. for Business Insider, 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. This information is from sources believed to be reliable, but Cetera Wealth Services, LLC cannot guarantee or represent that it is accurate or complete. VLP Financial Advisors, 1751 Pinnacle Drive, Suite 425, McLean, VA 22102. 703-356-4360.

10/22/2026

Retirement Spending Won't Stay the Same

Many people enter retirement with a vision of what life—and spending—will look like. The reality is that it often takes time to find your new normal.

In this clip, Rose Price, CFP®, AIF®, and Chris Mellone, CFA, CFP®, AIF®, discuss why the first 12 to 24 months of retirement are often a period of adjustment. More travel, new hobbies, and changes to your daily routine can all impact spending in ways that are difficult to predict ahead of time.

Watch the full episode: Retirement Readiness - The Last Year Before Retirement - Social Security and Medicare: https://youtu.be/I9kHOYVWDG0

Visit vlpfa.com to download resources or schedule a complimentary consultation to begin your personalized Retirement Readiness Journey: 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 Rose Price, CFP®, AIF®, Partner, Financial Advisor and Chris Mellone, CFA, CFP®, AIF® Partner, Financial Advisor; VLP Financial Advisors, 1751 Pinnacle Drive, Suite 425, McLean, VA 22102. 703-356-4360.

10/21/2026

Our VLP team had a great time attending George Mason University's Career Day, connecting with students interested in pursuing careers in financial planning and wealth management! It was exciting to hear about their career goals, interests, and enthusiasm for the financial services industry.

We were also happy to reconnect with our most recent summer intern, Carter Collins, who joined our team at the event!

Thank you to GMU for bringing together students and financial professionals for a great day of networking and professional development!

Pictured: *Andrew Fincher, CFP®, CEPA®, AIF®, Carter Collins, and *Nicholas DiFiore, Director of Operations

*Registered representatives offering securities 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. VLP Financial Advisors, 1751 Pinnacle Drive, Suite 425, McLean, VA 22102. 703-356-4360. Carter Collins is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by these individuals is in no way related to Cetera Wealth Services, LLC or its registered representatives.

10/20/2026

The few years leading up to retirement are filled with important financial decisions, and avoiding common mistakes can make a meaningful difference in your long-term success.

In this special episode of the Retirement Readiness Journey, Rose Price, CFP®, AIF®, is joined by Partner Dan Lash, CFP®, AIF®, to discuss some of the biggest retirement planning mistakes they see pre-retirees make and how thoughtful planning can help you avoid them. From tax strategies and Social Security decisions to retirement income planning and coordinating with your professional team, this episode offers practical insights to help you prepare with confidence.

Key Topics Covered:

- Tax Planning & Retirement Income Strategies: Understanding how different account types are taxed, making informed Roth and pre-tax contribution decisions, identifying Roth conversion opportunities, and creating a tax-efficient retirement income strategy.

- Social Security & Critical Planning Decisions: Evaluating when to claim Social Security, avoiding common claiming mistakes, understanding how benefits fit into your broader retirement plan, and recognizing important planning windows that can have lasting financial consequences.

- Building a Coordinated Retirement Plan: Why successful retirement planning goes beyond investments by coordinating your financial plan with your CPA, estate planning attorney, and other professionals while balancing savings goals, retirement timing, and long-term lifestyle objectives.

Click here to watch this episode: https://youtu.be/BmBFpOwjw1E

Visit vlpfa.com to download resources or schedule a complimentary consultation to begin your personalized Retirement Readiness Journey: 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 Rose Price, CFP®, AIF®, Partner, Financial Advisor, and Daniel Lash, CFP®, AIF®, Partner, Financial Advisor; VLP Financial Advisors, 1751 Pinnacle Drive, Suite 425, McLean, VA 22102. 703-356-4360.

10/19/2026

Turning 65 and enrolling in Medicare is an important retirement milestone, but healthcare costs don’t disappear once Medicare begins.

In our latest blog, Liz Williams, financial advisor, looks at some of the Medicare expenses retirees may not anticipate, from premiums and deductibles to coverage gaps and out-of-pocket costs. She also explores how financial decisions such as IRA withdrawals, Roth conversions, and capital gains can affect Medicare premiums and why those potential costs should be considered as part of your broader retirement strategy.

Read the full blog: https://www.vlpfa.com/blog/welcome-to-65-medicare-social-security-and-a-few-surprises

10/16/2026

QUOTED! Sean Beznicki, CFA, Director of Investments, was quoted on The Daily Upside - Model Behavior: Providers Focus on Taxes and Alts

Check out the full article here: https://www.thedailyupside.com/advisor/financial-planning/model-behavior-providers-focus-on-taxes-and-alts/

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. Sean Beznicki is a Registered Administrative Assistant for Cetera Wealth Services, LLC. Information is provided by Sean Beznicki, CFA, Director of Investments, and written by Mallika Mitra from The Daily Upside, 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, 1751 Pinnacle Drive, Suite 425, McLean, VA 22102.

10/14/2026

Don’t Delay Social Security

When should you claim Social Security? While many people initially plan to wait until age 70, the decision often becomes more nuanced as retirement approaches.

In this clip Rose Price, CFP®, AIF®, and Chris Mellone, CFA, CFP®, AIF®, share a client example that illustrates why Social Security planning involves more than simply maximizing benefits. Every situation is different, and the right claiming strategy depends on how Social Security fits into your broader retirement income plan.

Watch the full episode: Retirement Readiness - The Last Year Before Retirement - Social Security and Medicare: https://youtu.be/I9kHOYVWDG0

Visit vlpfa.com to download resources or schedule a complimentary consultation to begin your personalized Retirement Readiness Journey: 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 Rose Price, CFP®, AIF®, Partner, Financial Advisor and Chris Mellone, CFA, CFP®, AIF® Partner, Financial Advisor; VLP Financial Advisors, 1751 Pinnacle Drive, Suite 425, McLean, VA 22102. 703-356-4360.

10/13/2026

What is exit planning?

Exit planning doesn’t necessarily mean you’re ready to sell your business. In fact, starting the conversation years before you plan to step away can give you more time and flexibility to prepare for whatever comes next.

In this video, Andrew Fincher, CFP®, CEPA®, AIF®, explains why business owners should think about exit planning well before a transition is on the horizon. From reducing the business’s dependence on you and developing key employees to improving processes, profitability, and overall business value, starting early gives you the runway to identify opportunities and make meaningful changes over time.

Your eventual transition could mean selling to a third party, passing the business to family, transitioning ownership to a key employee, or continuing to work longer than expected. You don’t need to have that answer today. Exit planning is about building a business—and a plan—that gives you options when the time comes.

Click here to watch the quick video: https://youtu.be/_igwnINf82A

Visit vlpfa.com to learn more 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 adviser. 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®, CEPA®, AIF®, Financial Advisor. VLP Financial Advisors, 1751 Pinnacle Drive, Suite 425, McLean, VA 22102 | 703-356-4360

10/12/2026

Have you checked out The Live Greater View Podcast?

Whether you're readying for retirement, following news and how it affects the markets, learning more about your 401(k), or exploring topics like business succession and exit planning, there's something for everyone.

With four unique series featuring our own advisors (and guests) of VLP Financial Advisors, we're sharing conversations designed to educate, inform, and help you make more confident financial decisions.

Listen now on Apple, Spotify, or watch on YouTube.

Click here to watch on YouTube: https://www.youtube.com/

Address

McLean, VA

Opening Hours

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

Telephone

(703) 356-4360

Website

http://www.vlpfa.com/

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