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Victory Wealth Partners

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Client assets under management

$63,416,593

Clients

351

4% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

70

Typical

Average account size

$180,674

About

Victory Wealth Partners serves individual clients (including high-net-worth individuals), businesses, and retirement plan sponsors, providing financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm offers implementation through in‑house management, referrals to third‑party investment managers, and assistance with ERISA‑related governance and plan documentation.

The firm’s investment approach combines momentum and fundamental analysis and relies on math‑based investment models and a collaborative investment committee to select and monitor mutual funds and ETFs (including use of Nasdaq Dorsey Wright data). Victory also uses model portfolios, may recommend third‑party managers when appropriate, and incorporates a range of vehicles including mutual funds, ETFs and certain advisor‑managed variable annuity options with downside protection features.

Compared with many peers, Victory routinely provides complimentary educational workshops for participants and retail clients and discloses the use of third‑party promoters who may be compensated for client introductions. Several firm representatives are licensed CPAs who maintain separate accounting and tax practices under separate engagement agreements, a structure the brochure highlights as creating specific disclosure and conflict‑management obligations.

Client services

Portfolio management Pension consulting Educational seminars or workshops

Expertise

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Debt management Divorce financial planning Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Retired Executive

Fee options

Fixed

Financial planning fixed fees ranging from $500 to $5,000

Percentage

$50,000 - $99,999: 1.50% annually $100,000 - $999,999: 1.00% annually $1,000,000 - $1,999,999: 0.85% annually (individual accounts) $1,000,000 - $1,999,999: 0.75% annually (retirement plan sponsors and plan participants) $2,000,000 - $3,999,999: 0.75% annually (individual accounts) $2,000,000 - $3,999,999: 0.50% annually (retirement plan sponsors and plan participants) $4,000,000+: Negotiable

Project-based

$75 to $250 per hour depending on services and professional

Other

Account minimum: $50,000 Fee-only: Financial planning fixed fees from $500 to $5,000; hourly rates from $75 to $250 per hour

Main office location

Victory Wealth Partners

53 North Main Street

Mullica Hill NJ 08062, United States

Number of offices

2

Most active in

Delaware · Florida · Maryland · Massachusetts · Nebraska · New Hampshire · New Jersey · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Diane T

Series 65

Mullica Hill, NJ

Victory Wealth Partners

Diane Taylor is a financial advisor with LPL Financial and holds a Series 65 designation. She has 21 years of industry experience and has worked at Victory Wealth Partners since 2002. In addition to her advisory role, she is involved with Kelly & Taylor, PC, a tax preparation and accounting firm where she has worked since 1983. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Debt management Divorce financial planning Charitable giving & philanthropy Founder/Business Owner Retired Executive
user avatar

Jacob R

ChFC®, Series 63, Series 65

Mullica Hill, NJ

Victory Wealth Partners

Jacob Riloff is a financial advisor at Victory Wealth Partners with 32 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial, Victory Asset Management Co., Inc., TFS Securities, Inc., and Valens Group, LLC. Victory Wealth Partners serves individual and high-net-worth clients, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach combines momentum and fundamental analysis with quantitative screening and fiduciary scoring, managing portfolios through mutual funds, ETFs, and model allocations on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Debt management Divorce financial planning Charitable giving & philanthropy Founder/Business Owner Retired Executive
user avatar

Ashley R

Series 63, Series 65

Mullica Hill, NJ

Victory Wealth Partners

Ashley Rosser is a financial advisor at Victory Wealth Partners with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial LLC since 2023. Rosser is also co-owner of Victory Asset Management Co., a non-investment business entity. Outside of her advisory role, she is involved with Penguin Cold Caps in Williamstown, NJ. Victory Wealth Partners serves individual and high-net-worth clients, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a combination of momentum and fundamental analysis alongside quantitative screening and fiduciary scoring, managing accounts on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Debt management Divorce financial planning Charitable giving & philanthropy Founder/Business Owner Retired Executive
user avatar

Howard V

Series 63, Series 65

Mullica Hill, NJ

Victory Wealth Partners

Howard Verfaillie Jr. is a financial advisor at Victory Wealth Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2023, alongside his long-term role at Victory Asset Management Co. Inc. since 1995. Outside of his advisory work, he is involved in non-investment business activities including co-ownership in a separate business entity. Victory Wealth Partners serves individual and high-net-worth clients, businesses, and retirement plan sponsors by providing portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach integrates momentum and fundamental analysis with quantitative screening and fiduciary scoring, offering discretionary and non-discretionary management across mutual funds, ETFs, and model allocations.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Debt management Divorce financial planning Charitable giving & philanthropy Founder/Business Owner Retired Executive
user avatar

Andrew J

Series 63, Series 65

Mullica Hill, NJ

Victory Wealth Partners

Andrew Johnston is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealth CMT and Hightower Advisors. Johnston is currently affiliated with Victory Wealth Partners, a DBA for LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Debt management Divorce financial planning Charitable giving & philanthropy Founder/Business Owner Retired Executive
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