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.

06/26/2026

The forecast today: sunshine, teamwork, and plenty of sunglasses. 😎☀️ We're having some fun celebrating National Sunglasses Day. Now, get your sunnies on!

Happy National Sunglasses Day from all of us at VLP!

06/23/2026

Market swings down then up

Short-term swings can feel dramatic but they don’t always define the outcome.

In this clip, Rose Price, CFP®, AIF®, and Christopher Mellone, CFA, CFP®, AIF®, talk about how quickly markets can move. A sharp decline can happen in a matter of weeks… and a recovery can happen just as fast.

The reality? It’s not a matter of if markets go down but when. But over time, what people tend to remember is the bigger picture, not the short-term volatility.

Don’t react to every swing.

Watch the full episode: Retirement Readiness - Smart Investing for the Home Stretch - https://youtu.be/AoeTRI-SCEo

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. 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, CFPÂŽ, AIFÂŽ, Partner, Financial Advisor, and Chris Mellone, CFA, CFPÂŽ, AIFÂŽ Partner, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd., Suite 203, Vienna, VA 22182. 703-356-4360.

DC Magazine highlights Power Players - regional leaders who drive excellence in their fields and help their communities ...
06/22/2026

DC Magazine highlights Power Players - regional leaders who drive excellence in their fields and help their communities thrive.

We’re proud to celebrate Daniel Lash, CFP®, AIF®, Partner, Financial Advisor, as a DC Magazine Power Player!

Dan has dedicated his 28-year career to supporting individuals, families, and small businesses as they align their financial decisions so they can truly “live greater” at every stage of life. From helping establish George Mason University’s Financial Planning & Wealth Management Program to serving as President of the Financial Planning Association’s National Capital Area chapter, Dan consistently invests in the future of the profession through leadership and mentorship. Guided by his philosophy to “Be Available,” Dan continues to share his knowledge with colleagues, mentor students entering the profession, and contribute to advancing the industry as a whole.

The digital June issue is out now, and we’re proud to celebrate this well-deserved recognition. Congratulations, Dan!

Click here for the digital issue: https://digital.modernluxury.com/publication/?i=865855&p=116&view=issueViewer

We’re proud to share that Rose Price, CFP®, AIF®, Partner & Financial Advisor, has been named to InvestmentNews’ $100M C...
06/17/2026

We’re proud to share that Rose Price, CFP®, AIF®, Partner & Financial Advisor, has been named to InvestmentNews’ $100M Club: Top Female Advisors 2026.

This recognition honors exceptional female advisors who have reached the $100 million AUM milestone while demonstrating outstanding leadership, client service, and influence within the wealth management profession.

For more than 25 years, Rose has built lasting relationships by helping clients navigate important financial decisions with thoughtfulness, expertise, and a genuine commitment to their success. Beyond serving clients, Rose is a leader within our company, a mentor to colleagues, and an advocate for advancing the profession.

InvestmentNews noted that the advisors recognized this year are not only achieving impressive business milestones but are also helping shape the future of wealth management through leadership, innovation, and trust.

We are honored and excited to celebrate this well-deserved recognition and grateful for the impact Rose continues to make on our clients, team, and profession. This recognition reflects the thoughtful, client-centered approach that is at the heart of VLP.



2026 InvestmentNews $100M Club Top Female Advisors. Winners were ranked based on assets under management (AUM), AUM growth, and organic client growth introduced to the business over the last 12 months. All figures submitted are subject to a verification process through your compliance department. Entrants need to self-nominate and submit all required information by survey. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

06/16/2026

Market corrections and patterns - “Set it and forget it?”

In this clip, Rose Price, CFPÂŽ, AIFÂŽ and Christopher Mellone, CFA, CFPÂŽ, AIFÂŽ discuss what happens when investors approach retirement after years of being fully invested in stocks. As your net worth grows and retirement gets closer, the question shifts from growth to risk management.

Because market declines aren’t rare:
• ~10% drops can happen every 12 months
• ~15% corrections every 3 years
• ~20%+ downturns every 5 years

The key isn’t avoiding them—it’s making sure your investments are aligned with your goals and timeline.

Watch the full episode: Retirement Readiness - Smart Investing for the Home Stretch - https://youtu.be/AoeTRI-SCEo

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. 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, CFPÂŽ, AIFÂŽ, Partner, Financial Advisor and Chris Mellone, CFA, CFPÂŽ, AIFÂŽ Partner, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd., Suite 203; Vienna, VA 22182. 703-356-4360.

Most business owners spend years focused on building their company. Far fewer spend time planning what comes next.In our...
06/15/2026

Most business owners spend years focused on building their company. Far fewer spend time planning what comes next.

In our latest blog, Andrew Fincher, CFPÂŽ, CEPAÂŽ, AIFÂŽ, Financial Advisor, explores a reality many owners face: selling a business is a financial transaction, but leaving a business is a personal transition. While valuations, succession plans, and market conditions matter, true readiness often comes down to three things: the readiness of the business, the readiness of your finances, and the readiness of you.

As trillions of dollars in privately held businesses are expected to change hands over the next decade, now may be the right time to ask an important question: If the opportunity to transition presented itself tomorrow, would you be ready?

Read the full blog article here: https://www.vlpfa.com/blog/building-a-business-is-hard-letting-go-can-be-harder

We’re getting closer.Construction on our new office space is well underway and it’s exciting to see everything starting ...
06/11/2026

We’re getting closer.

Construction on our new office space is well underway and it’s exciting to see everything starting to come together. What was once just framing and blueprints is now beginning to feel like the future home of VLP- purple walls and all.

We’re officially halfway there!

06/10/2026

Don’t try and guess the markets

In this clip, Rose Price, CFP®, AIF®, and Christopher Mellone, CFA, CFP®, AIF®, talk about how often market predictions miss the mark. It’s easy to get caught up in headlines, forecasts, and what “should” happen next—but history shows us that markets don’t always follow expectations.

A great example? At the end of 2022, many expected another tough year… and 2023 told a very different story.

Watch the full episode: Retirement Readiness - Smart Investing for the Home Stretch - https://youtu.be/AoeTRI-SCEo

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. 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, CFPÂŽ, AIFÂŽ, Partner, Financial Advisor, and Chris Mellone, CFA, CFPÂŽ, AIFÂŽ, Partner, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd., Suite 203, Vienna, VA 22182. 703-356-4360.

A hot day on the course but a great afternoon all around.Thank you to everyone who joined us for our Annual Golf Clinic ...
06/09/2026

A hot day on the course but a great afternoon all around.

Thank you to everyone who joined us for our Annual Golf Clinic at Lansdowne Resort. From short game practice and putting to drinks and conversation afterward, it was a fun way to spend time together (even in the heat).

We always appreciate the opportunity to connect with clients in a more relaxed setting and are grateful to everyone who came out and made it such a great event.

QUOTED! Sean Beznicki, CFA, Director of Investments, was quoted on InvestmentNews.com - Growth stocks are hot again but ...
06/08/2026

QUOTED! Sean Beznicki, CFA, Director of Investments, was quoted on InvestmentNews.com - Growth stocks are hot again but advisors caution against purging value plays to get back on bandwagon

Check out the full article here: Beznicki, Sean. "Portfolio managers should look beyond book-to-price, which often misses value in an intangible-driven economy. Instead, focusing on free cash flow yield offers a clearer view of a company’s ability to generate sustainable cash returns." InvestmentNews, https://www.investmentnews.com/equities/value-stocks-from-growth/266199.

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 Sean Beznicki, CFA, Director of Investments, and written by Gregg Greenberg from InvestmentNews, 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.

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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