Vested Partners

Overview

Ellis Financial Group LLC operates under the primary business name VESTED PARTNERS: A MULTI-FAMILY OFFICE.² The firm’s principal office is in Salem, Virginia, United States.³ Its website presents services spanning estate planning, elder law, financial services, fiduciary services and insurance planning.¹⁷ Website-described financial services include financial planning, investment management, reporting and reviews.¹⁸

History

Ellis Financial Group LLC was founded in 2015 and began providing investment-advisory services that year.⁴ The firm’s website describes Robyn and David Ellis as spouses whose law and financial-planning practices later combined.²⁰ The website says the firm helps families organize and plan their lives and affairs, drawing on the founders’ family experiences.²¹

Leadership

David W. Ellis, CFP®, AIF®, is Principal and Advisor at Vested Partners.¹⁴ The Form ADV supplement identifies him as Managing Member and Chief Compliance Officer of Ellis Financial Group LLC.¹⁴ Rose Funkhouser is listed on the current website as Financial Advisor.¹⁵ The Form ADV supplement identifies Rose Ellis Funkhouser as an Investment Advisor Representative of Ellis Financial Group LLC.¹⁵ The current team page also lists Robyn Smith Ellis as Attorney at Law, Tammy Thomas and Emily Daniel as Paralegals, Angie Convery as Administrative Specialist, and Nicole Bocock as Client Relations Manager.¹⁶

Services

The firm offers full-service engagements combining comprehensive financial planning, an investment-policy statement and ongoing investment advice.⁶ It provides discretionary and non-discretionary direct asset management.⁷ Its services also include assets-held-away arrangements through a third-party platform, financial-planning-only engagements and foundational ETF portfolio services.⁸⁹ The firm offers qualified-plan consulting and ERISA-plan services.¹⁰ It may select Betterment LLC as a third-party adviser for clients.¹¹

What the firm offers

• Investment management
• Financial planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Risk and insurance

Client focus

Ellis Financial Group LLC generally advises individuals, high-net-worth individuals and small businesses.⁵ The website says it works with families from young professionals through empty nesters and beyond.¹⁹

Investment philosophy and approach

The firm says client strategy is based on each client’s objectives and documented in an Investment Policy Statement or risk-tolerance profile.¹² Its stated analysis may include momentum-based technical analysis and point-and-figure relative-strength charting.¹³

FAQs

Related resources

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Sources

1. Form ADV filing, CRD 281862 , as of 2026-02-23.
2. Form ADV filing, CRD 281862 , as of 2026-02-23.
3. Form ADV filing, CRD 281862 , as of 2026-02-23.
4. Form ADV Part 2A/2B , as of 2025-07-30.
5. Form ADV Part 2A/2B , as of 2025-07-30.
6. Form ADV Part 2A/2B , as of 2025-07-30.
7. Form ADV Part 2A/2B , as of 2025-07-30.
8. Form ADV Part 2A/2B , as of 2025-07-30.
9. Form ADV Part 2A/2B , as of 2025-07-30.
10. Form ADV Part 2A/2B , as of 2025-07-30.
11. Form ADV Part 2A/2B , as of 2025-07-30.
12. Form ADV Part 2A/2B , as of 2025-07-30.
13. Form ADV Part 2A/2B , as of 2025-07-30.
14. Vested Partners and [Form ADV Part 2A/2B](https://vestedmfo.com/wp-content/uploads/ADV-Part-2A2BPP-Ellis-Financial-Group-7.30.25.pdf), accessed/as of 2026-10-23 and 2025-07-30.
15. Vested Partners and [Form ADV Part 2A/2B](https://vestedmfo.com/wp-content/uploads/ADV-Part-2A2BPP-Ellis-Financial-Group-7.30.25.pdf), accessed/as of 2026-10-23 and 2025-07-30.
16. Vested Partners , accessed 2026-10-23.
17. Vested Partners , accessed 2026-10-23.
18. Vested Partners , accessed 2026-10-23.
19. Our Story , accessed 2026-10-23.
20. Our Story , accessed 2026-10-23.
21. Our Story , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.