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VDB Wealth
A boutique wealth management firm focused on holistic support for business owners and entrepreneurs.
📍 Works with clients across the U.S.
VDB Wealth | 401(k) & IRA Management, Asset Allocation, Cash Flow Planning
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "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. ", "author": "Russ Wilson", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "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.", "author": "Meghan Byrd", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "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. ", "author": "Ben Sampson", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "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!", "author": "Matthew Jonas", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "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.", "author": "Nathan Lockey", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "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!", "author": "Amelia Lowry", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "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. ", "author": "Sarah Dengsøe", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "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.", "author": "Ben Wilson", "reviewRating": { "@type": "Rating", "ratingValue": "5" } }
5.0
Average rating
8
Client Reviews
0.5% to 1%
Percentage of Assets (AUM)
$0
Minimum Annual Income
$1M
Minimum Investible Assets
What Our Clients Say
5.0
8 Client Reviews
Profile picture of Russ Wilson
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
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "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. ", "author": "VDB Wealth", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Profile picture of Meghan Byrd
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
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "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.", "author": "VDB Wealth", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
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.

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.
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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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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