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Victory Wealth Partners Victory Wealth Partners
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Business Details
48 Years
experience
Trusted Financial Advisers for 401k and Wealth Management
Victory Wealth Partners operates as an independent fiduciary advisory firm specializing in 401k plan consulting and wealth management. Founded in 1978, we prioritize client interests through CEFEX-certified best practices, ERISA fiduciary compliance, and transparent fee-based compensation. Our disciplined, math-driven investment methodology reduces volatility while capturing market opportunities. With over four decades of experience, we serve both institutional and individual clients, emphasizing compliance, education, and personalized financial strategies. Our team holds advanced designations like AIF, CFP, and PPC, ensuring expertise in retirement planning, asset protection, and fiduciary responsibilities.

We maintain accountability through annual CEFEX recertification and proprietary investment screening systems. Our commitment to eliminating conflicts of interest led to early adoption of fee-based models and non-commissioned fund lineups. We provide tailored retirement solutions, including plan design, participant education, and tactical asset allocation. Our legacy of integrity, established by founder Bud Verfaillie, continues through second-generation leadership. We document all decisions rigorously to protect plan trustees and ensure regulatory compliance.
Services
401k Plan Consulting Wealth Management Retirement Planning Fiduciary Compliance Investment Education Asset Protection College Funding Strategies Estate Planning Risk Management Social Security Optimization
Details
  • Year established: 1978
Highlights and features
  • We are the first New Jersey firm to earn CEFEX certification for fiduciary excellence
  • Our proprietary investment screening system eliminates revenue sharing conflicts
  • We pioneered fee-based advisory models in 1996 to prioritize client interests
  • Our team holds advanced designations including AIF, CFP, and PPC credentials
  • We document all compliance decisions to protect plan trustees from liability
Associations and certifications
  • CEFEX
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Services
401k Plan Consulting
We provide comprehensive 401k consulting services including fiduciary compliance, investment management, and participant education. Our ERISA 3(21) and 3(38) advisors help reduce trustee liability through documented best practices. Services include plan design, benchmarking, and compliance assessments to meet DOL requirements.
Wealth Management
Our tactical wealth management approach uses math-based models to identify market opportunities while reducing volatility. We implement diversified portfolios across six asset classes with quarterly monitoring reports. The process includes risk assessment, asset allocation, and performance tracking using proprietary scoring systems.
Retirement Planning
We develop personalized retirement plans considering social security optimization, estate planning, and income projections. Our retirement readiness program integrates with recordkeepers to project future balances and identify savings gaps. Services include tax-efficient withdrawal strategies and long-term care planning.
Fiduciary Compliance
As CEFEX-certified fiduciaries, we help plan trustees meet 22 Best Practice Standards through documented compliance processes. Services include investment policy statements, committee training, and meeting minutes that demonstrate adherence to DOL guidelines and mitigate legal risks.
Investment Education
We offer customized participant education programs including workshops, one-on-one counseling, and online tools. Our retirement planning resources help employees understand investment options, contribution strategies, and retirement readiness metrics through interactive platforms and video tutorials.
People
Ashley Rosser
Chief Executive Officer
Ashley Rosser, daughter of founder Bud Verfaillie, joined the firm in 2009 and became President in 2016. Holding the AIF designation, she oversees client relationships and serves as liaison to plan trustees while continuing her father's legacy of fiduciary excellence.
Howard Verfaillie
Strategic Consultant
Founder Bud Verfaillie established Victory Wealth Partners in 1978 after graduating college at 22. With CFP, PPC, and AIFA credentials, he pioneered fee-based advisory models in 1996 and developed proprietary investment screening systems adopted by 50+ firms nationwide.
Andrew Johnston
Director of Wealth Management
Andrew Johnston leads wealth management initiatives with the AIF designation. He specializes in implementing tactical investment models and conducting fiduciary training programs that align with CEFEX certification standards for retirement plan advisors.
Jacob Riloff
Strategic Consultant
Jacob Riloff provides strategic consulting with ChFC and CASL designations. He focuses on advanced financial planning techniques including estate conservation strategies, business succession planning, and complex insurance solutions for high-net-worth clients.
Audrey Hallman
Controller
Audrey Hallman, a Certified Public Accountant, manages financial operations and compliance reporting. With extensive experience in fiduciary accounting, she ensures transparent fee documentation and regulatory compliance for all client relationships.
Questions
What fiduciary certifications does Victory Wealth Partners hold?
We are CEFEX-certified and follow 22 Best Practice Standards. Our team holds AIF and AIFA designations, with annual recertification to maintain fiduciary excellence.
How do you reduce 401k plan trustee liability?
Through ERISA 3(21) and 3(38) advisory services, documented compliance processes, investment policy statements, and meeting minutes that demonstrate adherence to DOL guidelines.
What investment approach do you use?
We use a rules-based model tracking six indicators to determine market positioning, with quarterly portfolio adjustments based on relative strength analysis across asset classes.
How are advisory fees structured?
We operate on a transparent fee-based model with no commissions or revenue sharing, ensuring recommendations prioritize client interests over profit motives.
Do you serve individual investors?
Yes, we provide personalized wealth management and retirement planning services for private investors, applying the same fiduciary standards as our institutional clients.