Advisors at this firm
Alexander B
Series 63, Series 65
Hunt Valley, MD
VSM Wealth Advisory, LLC
Alexander Barron is a financial advisor at VSM Wealth Advisory, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Van Sant and Mewshaw Securities, Inc. and its affiliated firms since 1992. VSM Wealth Advisory provides discretionary portfolio management and investment supervisory services to individuals, retirement plans, IRAs, trusts, estates, and charitable organizations. The firm manages client portfolios through tailored asset allocation and continuous discretionary supervision, with an emphasis on index mutual funds and ETFs alongside selective use of options strategies in special situations.
Christopher B
CFP®, Series 65
Hunt Valley, MD
VSM Wealth Advisory, LLC
Christopher Blair is a CFP® professional with 11 years of industry experience, currently serving at VSM Wealth Advisory, LLC. He has been with Van Sant & Mewshaw, Inc. since 2014. VSM Wealth Advisory provides discretionary portfolio management and investment supervisory services to individuals, retirement plans, IRAs, trusts, estates, and charitable organizations. The firm emphasizes tailored asset allocation and manages client accounts on a discretionary basis, utilizing primarily index mutual funds and ETFs while selectively employing options strategies in special situations.
Fred H
Series 66
Hunt Valley, MD
VSM Wealth Advisory, LLC
Fred Hill is a Series 66 licensed financial advisor at VSM Wealth Advisory, LLC with nine years of industry experience. His prior roles include positions at Van Sant & Mewshaw, Inc, PNC Financial Services, UBS Financial Services, UBS Bank USA, and Fidelity Investments. VSM Wealth Advisory provides discretionary portfolio management and investment supervisory services to individuals, retirement plans, IRAs, trusts, estates, and charitable organizations. The firm emphasizes asset allocation tailored to client goals and manages accounts on a discretionary basis using primarily index mutual funds and ETFs, with selective use of options strategies in special situations.
Bryan T
Series 65
Hunt Valley, MD
VSM Wealth Advisory, LLC
Bryan Thaler is a financial advisor at VSM Wealth Advisory, LLC with 32 years of industry experience. He holds a Series 65 credential and has been with Van Sant & Mewshaw, Inc. since 1998. VSM Wealth Advisory provides discretionary portfolio management and investment supervisory services to individuals, retirement plans, IRAs, trusts, estates, and charitable organizations. The firm emphasizes asset allocation tailored to client goals and manages accounts on a discretionary basis, generally utilizing index mutual funds and ETFs alongside selective use of options strategies in special situations.
Robert M
Series 63, Series 65
Hunt Valley, MD
VSM Wealth Advisory, LLC
Robert Mewshaw is a financial advisor at VSM Wealth Advisory, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Van Sant and Mewshaw entities since 1992. VSM Wealth Advisory provides discretionary portfolio management and investment supervisory services to individuals, retirement plans, IRAs, trusts, estates, and charitable organizations. The firm emphasizes tailored asset allocation and continuous supervision, managing approximately $587 million in discretionary assets through a five-advisor team.
