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About Us

Relationships Built to Last

Our objective is to build long-term, productive relationships with our clients. We believe in sharing information and knowledge to help you become more comfortable with financial issues and decisions. In this way we can build an enduring and supportive rapport.

Your Holistic Partner For Guidance 

Your Holistic Partner For Guidance 

Jeff Fleming is an attorney and wealth manager who has earned numerous professional designations and certifications. He employs his vast experience in financial and legal matters to advocate for his clients' varied financial needs.

Combining Vital Services

Combining Vital Services

One of the attributes that sets VIP Financial apart from other advisors is the complete array of services we provide for you. By combining tax, legal, and financial expertise we give you the specialized care you need as you progress through your financial journey.

Financial Clarity Made Simple with AdviceWorks

Financial Clarity Made Simple with AdviceWorks

AdviceWorks gives you a comprehensive view of your financial picture, including progress toward your goals. This user-friendly platform lets you easily communicate with your financial professional and access all your accounts in one central, secure location, from wherever you happen to be.

Our Core Values

Conversations that matter

We dig in and get to know you so we can ask the questions that matter. We identify issues, then work out the answers you need based on your unique goals and circumstances.

One-stop-shop for all affairs

Our firm works to simplify your financial affairs. We combine tax, legal and financial expertise so you have the specialized care you need through any life stage. 

Relationships built to last

Our approach to advice starts with earning trust. We work hard to inform, educate and build a firm foundation. The result is a confident relationship extending through generations.

Technology-backed planning

Advisors can deliver more with tools and technology. We adopt proven, industry-leading platforms in our planning process so you always have the visibility and access you need.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It’s fast, free, and displays your number instantly.

Get Your Number

Our Team

Strategic Partnerships

Wealth Management 

VIP Financial supports your pursuit of financial rewards with a full suite of tools and strategies.

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Our Approach

We support our clients in building confidence through every life stage and financial decision.

Our Approach

Our Team

Our team combines financial and legal experience with a caring, collaborative approach.

Meet the Team