VDB Wealth

VDB Wealth

5.0 stars · 8 reviews · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation

A boutique wealth management firm focused on holistic support for business owners and entrepreneurs.

Services

  • 401(k) & IRA Management
  • Alternative Investments
  • Asset Allocation
  • Business Succession Planning
  • Cash Flow Management
  • Charitable Giving
  • Equity Compensation
  • Estate Planning
  • Exit Planning
  • Family Office Services
  • Family Wealth Transfer
  • Financial Planning
  • Investment Management
  • Philanthropic Planning
  • Portfolio Management
  • Portfolio Rebalancing
  • Retirement Planning
  • Wealth Management

Pricing

  • Flat Fee — $10,000 one-time
  • AUM-Based Fee — 0.35%–1% of AUM

Reviews

  • Ben Wilson

    5 stars

    2025-08-16T14:27:32.676+00:00

    We've had a very positive experience working with Andy, his knowledge and insight has helped us verify the strategy around how wealth management can support our short and long term goals.
  • Sarah Dengsøe

    5 stars

    2025-08-11T09:23:14.811+00:00

    Andy came prepared and did the work. With finances in two different countries and several citizenships with complicated tax implications, Andy impressed us with his duediligence and targeted approach to our goals- something we had not experienced with larger firms. He simplified what has always been complicated. Rather than focus on the as-is, Andy drove us to be goal-oriented to our future, and as a result, we are much more focused.
  • Amelia Lowry

    5 stars

    2025-07-25T16:50:48.335+00:00

    Andy was great at giving a high level overview of our financial health, but also took the time to dive into detail specific areas my husband and I had questions on. He makes the information extremely digestible and easier to understand, and gives you a clear plan of things you can do to reach your financial goals. We look forward to continuing to work with him!
  • Nathan Lockey

    5 stars

    2025-07-24T13:02:59.879+00:00

    As expected, Andy took the time to review my family's current financial position in advance of our meeting, and prepared some initial thoughts on how we may better structure our portfolio to achieve our goals. When we were then able to meet and discuss his suggestions as well as the nuances of our family position (liquidity needs, living internationally and expecting to move country so heavily exposed to FX risk), Andy then tailored his suggestions to really meet our needs and came up with a plan to help mitigate some of the risks we face. My wife and I are looking forward to continuing to work with Andy as we develop our own financial knowledge, and build a plan to support our family goals and future financial needs.
  • Matthew Jonas

    5 stars

    2025-07-23T22:23:40.729+00:00

    I met with Andy a few times. While a short engagement, he was clearly genuine, giving, helpful, knowledgeable in finance, and communicated effectively. He delivered on providing a valuable perspective on next steps to consider with my family's financial future. Would recommend Andy and VDB Wealth to others!
  • Ben Sampson

    5 stars

    2025-07-23T15:27:14.045+00:00

    Andy has been incredibly patient with my wife and I, answering our basic questions and taking the time to ensure we have clarity when it comes to our investing and finances. He's always available for questions and we feel like a priority as one of his clients. He has supported us greatly in simplifying our finances as well as showing us the path to reach our goals.
  • Meghan Byrd

    5 stars

    2025-07-22T15:05:48.423+00:00

    Andy is highly knowledgeable and capable. We met with him to go over our overall financial picture and plan. He came extremely prepared and came out of the discussion with some great specific action items. I appreciated that he led the conversation from a goal-mindset. Highly recommend anyone looking for a trustworthy financial advisor to work with Andy.
  • Russ Wilson

    5 stars

    2025-07-22T14:59:27.077+00:00

    Andy has been thoughtful, responsive, and thorough in his engagement with us. I consistently feel like he is not only answering all our questions, he is pushing us to consider things and scenarios we didn’t know about. This balance of answering the discrete ask as well as looking more Ming term has been incredibly helpful.

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