Business Details
19 Years
experience
Certified Financial Advisers in Mullica Hill, NJ
Victory Asset Management is a CEFEX-certified independent fiduciary firm dedicated to providing unbiased financial guidance since 2007. We specialize in 401k plan consulting for plan sponsors and wealth management services for private investors, prioritizing client interests through documented compliance and industry best practices. Our team adheres to higher standards of fiduciary accountability, maintaining transparency in all client interactions while focusing on asset preservation and growth.With our CEFEX certification - the first awarded in New Jersey - we demonstrate a commitment to excellence through annual re-certification processes that ensure ongoing adherence to rigorous industry standards. We serve clients with diverse financial needs, offering personalized retirement planning, risk management, and investment advisory services grounded in proven methodologies and ethical principles.
Services
401k Plan Consulting
Wealth Management
Retirement Planning
Financial Needs Analysis
Investment Advisory
Details
- Year established: 2007
Highlights and features
- First CEFEX-certified firm in New Jersey with annual re-certification since 2007
- Documented compliance with fiduciary standards exceeding industry requirements
- Transparent fee structure with no hidden conflicts of interest
- Specialized expertise in ERISA 3(21) and 3(38) advisory services
- Proven methodology for retirement readiness and asset protection planning
Associations and certifications
- CEFEX (Center for Fiduciary Excellence)
Services
401k Plan Consulting
We provide comprehensive 401k plan consulting services including ERISA 3(21) and 3(38) advisory roles. Our solutions focus on reducing trustee liability while implementing best practice standards for plan administration. Services include compliance checklists, participant education programs, and retirement readiness workshops tailored to corporate clients.
Wealth Management
Our wealth management services combine financial needs analysis with customized investment strategies. We offer cash flow management, risk assessment, and college funding planning while maintaining strict fiduciary standards. The approach emphasizes long-term asset growth through documented, transparent decision-making processes aligned with client objectives.
Retirement Planning
Specialized retirement planning includes social security optimization strategies and estate planning considerations. We conduct detailed asset projections and income planning analysis to ensure financial security during retirement years. Our educational workshops help participants understand investment options and retirement timelines.
Investment Advisory
As independent fiduciaries, we provide unbiased investment recommendations based on client risk tolerance and financial goals. Our advisory services include portfolio construction, performance monitoring, and regular strategy adjustments using industry-recognized tools and compliance frameworks.
Financial Education
We offer comprehensive financial education programs including group workshops and individual counseling sessions. Our retirement readiness program helps 401k participants understand investment options while our financial planning services cover cash flow management and risk mitigation strategies for individual clients.
People
Ashley Rosser
Chief Executive Officer
AIF-certified executive with extensive experience in fiduciary compliance and retirement plan management. Leads strategic direction while maintaining commitment to CEFEX certification standards.
Andrew Johnston
Director of Wealth Management
AIF-certified wealth management specialist focusing on client investment strategies and financial planning solutions. Brings expertise in implementing best practice standards across advisory services.
Howard Verfaillie
Strategic Consultant
Certified financial planner with specialized knowledge in retirement planning and asset protection strategies. Provides expert guidance on complex financial arrangements and estate planning considerations.
Jacob Riloff
Strategic Consultant
ChFC and CASL-certified consultant offering specialized expertise in retirement income planning and insurance solutions. Focuses on creating comprehensive financial strategies for high-net-worth clients.
Audrey Hallman
Controller
CPA with responsibility for financial operations and compliance reporting. Ensures accurate financial management while supporting the firm's commitment to transparent business practices.
Questions
What distinguishes Victory Wealth Partners from other financial advisors?
We are CEFEX-certified fiduciaries committed to transparency with documented compliance processes since 2007, ensuring client interests always come first.
What retirement plan services do you offer?
We provide complete 401k plan consulting including ERISA 3(21) and 3(38) advisory services, compliance checklists, and participant education programs.
How do you ensure investment recommendations remain unbiased?
As independent fiduciaries, we follow strict compliance protocols and maintain CEFEX certification to guarantee recommendations prioritize client needs over profit.
What wealth management services are available?
Our services include financial planning, retirement readiness analysis, risk management, and investment advisory solutions tailored to individual client circumstances.
How can clients access their account information?
Clients can use our secure online portal for account access, with dedicated support available through our client service coordinator during business hours.
What areas do you serve?
While headquartered in Mullica Hill, NJ, we serve clients throughout New Jersey and provide advisory services to both local businesses and individual investors.
