VIP Wealth Advisors is a boutique, fee-only advisory firm built for high-income professionals with complex financial needs—tech executives, equity-rich employees, real estate investors, and business owners who are tired of generic advice and tax surprises.

We offer a fully integrated experience: financial planning, investment management, and in-house tax filing—all under one roof, coordinated by a fiduciary who actually understands the nuances of RSUs, ISOs, NSOs, K-1s, and capital gains.

No sales quotas. No commissions. No bloated AUM fees that reward asset hoarding instead of real strategy.

Our clients come to us because they’re looking for:

Strategic guidance on when and how to exercise equity

Proactive tax planning to minimize what they owe—before year-end

Real estate and passive income strategy that accounts for depreciation, QBI, and multi-state filings

A second opinion on whether their current “advisor” is really earning their fee

A team that files the tax return and fixes the issues buried inside it

We believe your financial plan should be as sophisticated as your career.

And that starts with building a relationship—not a product pitch. We limit the number of clients we serve so we can deliver responsive, high-touch service year-round.

If you’re looking for an advisor who understands both the spreadsheet and the tax code—and who treats your financial life with the precision and discretion it deserves—we’d love to connect.

📍 Based in Atlanta. Serving clients nationwide.

Investment Management

VIP Wealth Advisors

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