VDB Wealth
Typically responds within 24 hours
FOUNDING YEAR
2024
NUMBER OF EMPLOYEES
1
VDB Wealth's Assets Under Management (AUM)
Under $25M
BUSINESS AFFILIATION
Independent RIA
FIDUCIARY
Yes
INVESTMENT APPROACH
Blend of both
Passive management
REGISTERED INVESTMENT ADVISER?
Yes
LOCATION
Savannah, Georgia
SUPPORT
Dedicated Staff
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.
Nathan Lockey
July 24, 2025
Current client since 2025
5.0
Reason for working with VDB Wealth
Having worked with Andy earlier in my career, I have had a front row seat to Andy's knowledge of a variety of financial concepts as well as his overall character. During our time working together I observed his ability to deliver opinions or messages that were helpful while also being contrary to your original viewpoint and potentially difficult to hear.
Given I already held this view that he has a great grasp of financial concepts, and could help me understand potentially what I was doing wrong, I felt there was potential for him to be a trusted support for my family's financial planning.
Given I already held this view that he has a great grasp of financial concepts, and could help me understand potentially what I was doing wrong, I felt there was potential for him to be a trusted support for my family's financial planning.
Experience working with VDB Wealth
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.
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.
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
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
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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