High-Income, High-Complexity. We’ve Got You Covered.
Work one-on-one with a dedicated CFP® and EA who’s spent over 20 years helping high earners like you minimize taxes, streamline complexity, and build lasting wealth — all for one flat fee and unlimited access.
Experience serving clients in Technology, Entertainment, Fortune 500 Companies & Self-Employment
Trusted by clients with robust compensation structures from companies like Amazon, Google, Tesla, Intuit and more.
Personalized guidance in all areas of financial planning and tax preparation

Mark Stancato, CFP®, EA, ECA, CRPS®
FOUNDER & LEAD ADVISOR
With over 20 years of experience working with high net worth individuals, Mark has served as a trusted personal CFO to a select clientele, from celebrity actors and television producers to tech executives at companies like DoorDash and Google.
His expertise extends to navigating the complexities of multiple income streams, intricate equity compensation (ISOs, NSOs, RSUs, RSAs), tax planning, income properties, private investments, and more.
Mark is known for providing exclusive, white-glove service, always available to guide clients as new financial opportunities emerge. His deep knowledge of financial modeling, forecasting, and the tax code allows him to deliver tailored strategies that optimize wealth and ensure the most advantageous financial outcomes.
Tailored Financial Planning & Tax Filing for High Income Households, Entrepreneurs & Technology Professionals
Financial Independence Planning
Our expert guidance ensures you navigate investments, wealth preservation, and retirement strategies with confidence, securing and elevating your financial future.
Tax Planning and Preparation
Our strategies are designed to minimize significant tax liabilities while ensuring meticulous, timely filings, providing you with greater control and confidence in managing your wealth.
Investment Management
Our advisors design and oversee diversified portfolios that align with your unique goals, risk tolerance, and time horizon, ensuring long-term financial growth and success.
All in one wealth management with VIP service and expertise
Testimonials
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“VIP Wealth Advisors has been instrumental in helping me navigate the complexities of tax planning and investment management. Their personalized approach and attention to detail have given me peace of mind and confidence in my financial future.”
Jeff B.
Railroad Retiree
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"As a technology consultant, I need financial advice that's as dynamic as my work. The team’s expertise in complex investments, digital assets, and equity compensation, along with their unwavering support and attention to detail, has truly set them apart."
Mike C.
Tech Consultant
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"I’m thrilled with how well the team understands the intricacies of managing rental income alongside my W2 earnings. Their tax strategies are spot on, and I really value our regular meetings to explore new real estate opportunities—it's like having a partner in my financial journey."
Susan M.
Real Estate Investor

The VIP Treatment
We are deeply committed to putting our clients' needs above all else. Our clients receive unparalleled, VIP-level service in every aspect of financial planning, ensuring their wealth is managed with the highest level of care and discretion.
Expect a service calendar where you'll meet with your dedicated advisor at least twice a year, plus annual tax projections, tax filing and unlimited ad-hoc meetings at your request.

What we do
VIP Wealth Advisors is a boutique firm providing exclusive, white-glove financial planning and advisory services to high-net-worth clients. We specialize in delivering sophisticated, personalized strategies, leveraging the latest fintech to meet the complex needs of affluent households seeking an experienced and dedicated financial partner.

What we don’t do
Unlike many others who “sell” products, we do not. We provide comprehensive financial planning services strictly on a “fee-only” basis. We are not affiliated with any company, be it a traditional broker/dealer, insurance company, or a “so-called” investment firm. This independence is crucial because it ensures that our advice is entirely unbiased and focused solely on what is best for you. Without any conflicts of interest or pressure to push specific products, you can trust that every recommendation is made with your long-term financial well-being as the top priority.
Have Questions?
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What is the cost?
We're fee-only, which means we don't sell products for commission and don't receive any form of compensation from anyone other than you. Furthermore, we charge a flat annual fee that is NOT a percentage of the size of your investable assets.
Exclusive Service for a flat fee:
For a couple: A flat annual fee, typically $10,800* per year.
For an individual: A flat annual fee, typically $9,600* per year.
* The fee may be higher if you are a business owner, have a highly structured legal estate, own private or illiquid investments, own multiple rental properties or otherwise have a lot of complexity in your financial life. We will quote you the final fee after having an introductory call.
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Do you offer virtual appointments?
We work virtually. We physically operate from Atlanta and Los Angeles but we're able to provide our full suite of services virtually thanks to our use of best-in-class systems and software.
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Are you a fiduciary?
YES! Unlike many advisors or financial salespeople who are affiliated with banks, brokerages or insurance companies, we're regulated solely as fiduciaries. This means we're ALWAYS required to act in YOUR best interest.
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Will you prepare & file my taxes?
Yes! Most advisors aren't willing or able to give tax advice. This is our speciality. We incorporate careful tax minimization planning into all aspects of our services. We will also prepare and file your tax returns every year.
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Is there a minimum for your service?
Our service is generally the most cost-effective for those with investable assets of $1,000,000+ or $200K (Single) / $400K(MFJ) of annual Income. We're especially well-versed in clients with equity compensation and multiple flows of income.