Ellis Robyn Smith is a distinguished estate planning law firm operating as part of Vested Partners, a multi-family office offering integrated legal and financial guidance to families throughout the Roanoke Valley and beyond. The firm stands out for its unique, holistic approach, combining legal expertise with comprehensive financial and insurance services under one roof to address the full spectrum of family welfare needs.
Led by attorney Robyn Ellis and her husband, a certified financial planner, the team specializes in personalized planning for clients at every life stage—from young professionals and growing families to retirees and elderly individuals. Their client-focused methodology ensures seamless coordination between legal, financial, and protective strategies, making complex planning accessible and manageable for traditional and non-traditional families alike.
Services Offered
- Estate Planning
- Probate & Estate Administration
- Business Succession Planning
- Asset Protection
- Charitable Planning
- Estate Tax Planning
- Planning for Singles
- Planning for Married Couples
- Planning for Minor Children
- Planning for Blended Families
- Planning for Peak Earning Years
- Planning When Nearing Retirement
- Planning for Retirement
- Planning When Divorced
- Elder Law
- Medicaid Planning
- Special Needs Planning
- Financial Planning
- Investment Management
- Reporting and Reviews
- Fiduciary Services
- Trusts and Estates
- Guardianship and Conservatorship
- Serving as an Agent
- Insurance Services
- Coverage Options Analysis
- Needs Analysis
- Policy Review
The firm serves clients primarily in the Salem area and throughout the Roanoke Valley, with a dedicated team that includes paralegals and client relations specialists to support personalized, attentive service. Their integrated model addresses critical family concerns—such as estate organization, retirement readiness, long-term care funding, and aging parents’ needs—with clarity and compassion.
