01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Asset Allocation Planning

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by...
 

Insurance Planning

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve...
 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an...

Our Team

Jon is the Founder and President of Village Wealth Advisors, specializing in though not limited to working with retirees...

Nayivi has been in the industry for over 13 years. She is a fiduciary and holds a Certified Financial Planner™...

Dru has worked in the personal financial services since 2009, joining Village Wealth Advisors in 2018. Dru assists...

Lacey is an Operations Associate with over 16 years of experience in the Financial Industry. Lacey is responsible for...

Village Wealth Advisors manages assets for individuals and families, providing investment management, and financial planning services.

Contact us today!