Bruce Vaughn

About

Bruce has been active in the profession for more than 30 years and has built VLP from a one-man operation into the team-based business it is today. Developing relationships with interesting, enjoyable people motivates his work, and he believes his job as an advisor is to educate and inform his clients so that they have all the information they need to make smart decisions about their finances. Bruce has a passion for retirement income planning, and he also advises small businesses helping them develop and monitor their business retirement and succession plans. Bruce also works with several local foundations helping them manage their assets and strategically plan for their continuing legacy.

VLP Financial Advisors is an independent, full-service wealth services firm, with over $1.3B+ in assets under management (as of 12/31/23), with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education.  We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage.  We help clients live their best life through our VLP Live Greater Partnership Process.  It’s our passion, and we’ll be with you every step of the way.

Credentials

Certified Financial Planner (CFP®)
Accredited Investment Fiduciary (AIF®)

Specialization

Financial Planner

Honors & Awards

Northern Virginia Magazine, Top Financial Professional – 2022-2023
Washingtonian Magazine, Top Financial Advisor – 2016-2026
Washingtonian Magazine, Top Wealth Advisor Hall of Fame – 2023
Lifetime Achievement Award, Financial Planning Association (National Capital Area Chapter) – 2022

Education

Indiana University of Pennsylvania

Additional Information

*Cetera Wealth Services LLC (custody/administration) AUA $1.15B, Fidelity Retirement/ Recordkeeping AUA $190M, ADP Retirement Recordkeeping AUA $155M. 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. VLP Financial Advisors, 8391 Old Courthouse Rd, Suite 203; Vienna, VA 22182. 703-356-4360.

Northern Virginia Magazine Top Financial Professional. To compile the Top Financial Professionals listing, a survey is sent to all Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. The nominations are vetted by consulting various publications to determine the list of winners.

The Washingtonian Top Financial Adviser is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors select are those who received the most recommendations from their peers. Portfolio performance is not a factor. Financial professionals do not pay a fee to be included.

Top Wealth Adviser Hall of Fame – is awarded by Washingtonian Magazine and is based on surveys of financial professionals in the region and other industry experts. Those professionals recommended the most make the roster.

Lifetime Achievement- awarded by the Financial Planning Association the recipient is required to be a current member and the award is based on extraordinary efforts on behalf or for the benefit of the local or national FPA or predecessor Organizations, service performed within last 5 years, board work committee work, chapter administration, contribution to monthly meetings contribution to national retreats, and advancing the FPA’s mission statement locally or nationally Financial Planning Practice Recognition.

Listing in these publications and/or awards is not a guarantee of future investment success. These recognitions should not be construed as endorsements of the advisor 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 ratings or awards.