Victory Wealth Partners is a CEFEX certified Independent Fiduciary. Victory was the first firm in New Jersey to earn the CEFEX (Center For Fiduciary Excellence) certification in 2007 signifying they have implemented the industry’s Best Practice Standards. This annual re-certification process separates us from other advisory firms who have built in conflicts of interest. We believe the focus should be on executing the most appropriate strategies while documenting that we place our clients interest first.
We provide 401k plan consulting to Plan Sponsors and serve as Investment Advisors to private investors from all walks of life. We are committed to the preservation and growth of every asset entrusted to us, no matter the amount or size. We highly value every client, operating with fidelity and a laser focus on exemplary client services.
At Victory Wealth Partners, we implement a set of core values which uphold our professional and industry due diligence as advisors:
Plan Sponsors & Trustees
401k Participant Services
Financial Planning Services
Retirement Planning Services
Do you have a Year-End Financial Checklist? As the year winds down and the holiday season kicks into full swing, it’s the perfect time for investors to reflect on their financial strategies and ensure they’re on track for the year... Read more →