5.0
Average rating
8
Client Reviews
0.5% to 1%
Percentage of Assets (AUM)
What Our Clients Say
5.0
8 Client Reviews
Russ Wilson
July 22, 2025
Current client since 2025
5.0
Reason for working with VDB Wealth
Andy made it easy to approach finances for my wife and I as we thought about the next stage of life. He spoke in terms that not only made our financial picture clear but also showed a deep understanding of how we could pull different levers to achieve our goals. Not only did Andy offer solid advice and guidance, the tools and presentation of his thinking was clear and much better than other, larger asset managers than we had worked with previously. It was a no brainer for use.
Experience working with VDB Wealth
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.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
Reviewer disclosed a personal or professional relationship with this vendor outside of the client relationship.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Meghan Byrd
July 22, 2025
Current client since 2025
5.0
Reason for working with VDB Wealth
Trustworthiness, knowledgable
Experience working with VDB Wealth
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.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
Reviewer disclosed a personal or professional relationship with this vendor outside of the client relationship.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
First and foremost, we work with good people.
We work best with clients who value long-term thinking, thoughtful planning, and a relationship built on trust and collaboration.
We work best with clients who value long-term thinking, thoughtful planning, and a relationship built on trust and collaboration.
Clients who wouldNOTbe a good fit
VDB Wealth isn’t the right fit for everyone. If you’re looking for hot stock tips, frequent trading, or a one-size-fits-all solution, we’re probably not the firm for you.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$1,000,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.5% to 1%
Flat Fee/Retainer
$10,000
Meeting Options
In person meetings
Video meetings
Client Portal/Online Platform
Email
Phone
About VDB Wealth
We provide boutique, high-touch wealth management designed specifically for entrepreneurs and business owners.
We act as your dedicated partner across investment management, tax strategy, estate planning, and long-term financial planning.
Wealth management has always fascinated me. Not just as a way to invest, but as a way to bring clarity and confidence to people’s lives. When I was 15, I lost my father to cancer. In those final months, my parents worked closely with a financial advisor to organize our family's affairs. That planning gave us stability during a deeply uncertain time.
After a career in institutional finance, private equity, and entrepreneurship, I founded VDB Wealth to bring that same level of foresight and care to others. My mission is to help a small group of families build financial lives that support their ambitions and protect what matters most.
We act as your dedicated partner across investment management, tax strategy, estate planning, and long-term financial planning.
Wealth management has always fascinated me. Not just as a way to invest, but as a way to bring clarity and confidence to people’s lives. When I was 15, I lost my father to cancer. In those final months, my parents worked closely with a financial advisor to organize our family's affairs. That planning gave us stability during a deeply uncertain time.
After a career in institutional finance, private equity, and entrepreneurship, I founded VDB Wealth to bring that same level of foresight and care to others. My mission is to help a small group of families build financial lives that support their ambitions and protect what matters most.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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