Business Description

VIP Wealth Advisors is a boutique financial planning firm specializing in comprehensive, white-glove financial planning and tax preparation services for high-net-worth individuals. With offices in Atlanta and Los Angeles, the firm operates virtually, serving clients globally. As a 'fee-only' firm, VIP Wealth Advisors guarantees unbiased advice free from commission-based sales, focusing solely on the client's best interests. Their expert team offers personalized financial strategies that encompass investment management, retirement planning, tax coordination, and estate planning, all for a flat annual fee. Known for their adept handling of complex financial situations, the firm is particularly proficient in aiding clients with intricate equity compensation plans, such as RSUs, ISOs, and other stock options. VIP Wealth Advisors remains committed to ensuring their clients' financial health and growth, providing tailored guidance on maximizing financial potential while minimizing tax liabilities. Clients appreciate the firm's unique approach, which combines extensive industry certifications such as CFP®, EA, and ECA designations with a deep understanding of the latest fintech tools.

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