VIP Wealth Advisors is a U.S. Securities and Exchange Commission-registered investment adviser offering fiduciary, fee-only financial guidance to high-income individuals, couples, and families nationwide. Led by Mark Stancato, CFP®, EA, ECA, CRPS®, the firm brings more than 20 years of experience helping clients manage complex financial lives. Its flat-fee approach is based on the scope and complexity of a client’s needs, not the size of their investment portfolio, and investment management carries no assets-under-management fee.

The firm integrates financial planning, tax strategy, tax preparation, and investment management to help clients coordinate decisions across their finances. Services include equity compensation planning, tax projections and filing, retirement and financial independence planning, cash-flow and budgeting support, estate planning coordination, insurance reviews, and education planning. Clients can also receive guidance on cryptocurrency, home purchases, income properties, and business matters such as payroll, benefits, succession, and exit planning. VIP Wealth Advisors offers dedicated advisor support, virtual meetings, a secure client portal, and ongoing planning for both individuals and business owners.