Victory Wealth Partners of Glassboro

Victory Wealth Partners of Glassboro is a Financial Planner in Glassboro, NJ, located at 70 N Main St. The firm provides investment advisory services to individuals and families, as well as 401(k) plan consulting to plan sponsors and trustees. As a CEFEX-certified Independent Fiduciary, the firm prioritizes a disciplined process, transparency, and a clear focus on clients’ best interests. It holds a 5.00 rating based on customer reviews.

The practice is built on a tactical, rules-based investment approach that avoids human emotion and media hype. The firm utilizes a four-step strategy that tracks six indicators to determine the overall strength of the stock and bond markets, analyzes asset allocation, and selects specific sectors through a relative strength matrix. Investments are screened using a fiduciary scoring system based on 11 different criteria. This methodology is designed to reduce emotional decision-making and adapt to changing market environments. The firm operates under a transparent flat-fee, non-commissioned structure, which aligns its interests with those of its clients.

For business clients, the firm offers ERISA 3(21) and 3(38) advisory services to help reduce administrative burden and manage fiduciary responsibilities. As a 3(38) fiduciary advisor, the firm serves as the investment manager and takes on the responsibility of overseeing plan investment decisions. The team conducts detailed annual plan reviews, develops required compliance documents, and creates policies to keep plans aligned with ERISA standards. Participants receive retirement readiness guidance, thoughtfully designed investment models, and individualized advice. The firm also provides participant education through a Retirement Readiness Program, which helps employees project future balances and calculate social security options.

The firm was founded in 1978 by Howard “Bud” Verfaillie, who began his practice at age 22 with a vision of providing objective financial guidance centered on clients’ best interests. In 2009, his daughter Ashley Rosser joined the firm after spending ten years as a pediatric nurse. She learned every aspect of the business from the ground up, earning her Accredited Investment Fiduciary designation before becoming President in 2016. In 2024, Ashley officially acquired Victory Wealth Partners, continuing the family legacy. The team includes Andrew Johnston, who brings over 25 years of experience in wealth management, and several other strategic wealth advisors and controllers.

Victory Wealth Partners of Glassboro combines a disciplined, data-driven fiduciary standard with personalized financial planning to help clients in Glassboro pursue long-term financial confidence.

The firm sits on N Main St in Glassboro, just a short distance from Glassboro Town Square and the Glassboro Public Library.

BizScoreAI gives the business a Performance score of 90 out of 100, which measures website loading speed to keep visitors engaged and aid search engine ranking. It also awards an Authority score of 75 out of 100, reflecting the clear display of business ownership to build trust for AI assistants and search engines.