Mid Atlantic VFO

Your Proactive and Holistic Partners

At Mid Atlantic VFO, in addition to our range of financial planning services, we provide you with a Virtual Family Office of experts, which combine the following five disciplines to provide you with truly PROACTIVE and HOLISTIC planning to ensure that you will be MAXIMIZING YOUR POTENTIAL:

  • Wealth Management
  • Tax Planning
  • Risk Mitigation
  • Legal Services
  • Business Advisory

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Meet Our Team

Advisory Services Team

Your dedicated home office that supports you in day-to-day matters.

Proactive Planning Team

Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.

Virtual Family Office

Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.

Combining Proactive Planning and the Virtual Family Office Experience

We recognize that our best clients want PROACTIVE and HOLISTIC planning.

That is why at Mid Atlantic VFO we have upgraded to a 21st century business model based around HOLISTIC and PROACTIVE advice, and are supported by a Virtual Family Office of experts.

Team Based Model
    Understand & prioritize needs Address biggest problems Achieve most important goals
“Proactive Planning Team” combined with “Virtual Family Office Experience”
Tax Planning Risk Mitigation Wealth Management Legal Services Business Advisory
Maximizing Our Clients' Potential Through Proactive & Holistic Planning
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