VIP Wealth Advisors
VIP Wealth Advisors
A modern, boutique financial planning firm built for high-income individuals with complex financial lives.
We work with tech professionals, startup founders, real estate investors, and business owners who want more than basic advice — they want a personal CFO.
Flat-fee fiduciary planning that integrates tax strategy, tax filing, investment management, and big-picture decision-making under one roof.
No product sales. No asset minimums. No layers of junior advisors. Just real expertise, delivered personally.
Led by Mark Stancato, CFP®, EA, ECA, CRPS® — a seasoned advisor with 20+ years of experience — we specialize in navigating equity compensation, multi-state tax issues, real estate portfolios, and long-term wealth building with clarity and intention.
We’re fully virtual and work with clients nationwide. If your finances are too complex — or too important — for a one-size-fits-all plan, we’re here to help.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.