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Your Goals. Your Family. Your Future.

Our top priority is helping you preserve what matters most. We take the time to understand your unique circumstances, identify your dreams and goals, and understand your comfort with risk. Long-term relationships built on trust, openness and honest communication are the foundation of everything we do. 

Our Services 

Creating Wealth

Risk Protection

Employee Benefits

Retirement Planning

Estate Planning

Tax Strategies 

Educaction Planning

Business Succession

Take the first step towards financial success by scheduling a personalized consultation with our advisors

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Where Do You Want Your Financial Roadmap To Take You?

Where Do You Want Your Financial Roadmap To Take You?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At Van Pelt & Associates, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on the goal of trust and performance.

Our Locations 

Our Locations 

VA Office: 20022 Trappe Rd. 

Bluemont, VA 20135

By appointment only


DE Office: 100 Rockland Road Suite P2.

Montchanin DE 19710

By appointment only

Contact Us 

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