Slide 2

Charting Your
Finances
Anchoring Your
Future

Victory Wealth Partners – CEFEX Certified Fiduciary Advisors

Victory Wealth Partners is a CEFEX-certified Independent Fiduciary based in Mullica Hill, New Jersey. As the first firm in the state to earn this designation, we have a long-standing commitment to following established fiduciary best practices.

For our clients, this means working with a firm that prioritizes a disciplined process, transparency, and a clear focus on their best interests. We believe financial decisions should be supported by thoughtful strategies and a structured approach designed around each client’s unique goals.

We provide 401(k) plan consulting to plan sponsors and investment advisory services to individuals and families. Our focus is on helping preserve and grow the assets entrusted to us through a disciplined, thoughtful approach. We value every client relationship and are committed to delivering attentive, high-quality service.

Personal Wealth Management

Retirement Planning

At Victory Wealth Partners, we help you plan for retirement using a clear, structured fiduciary process. We start by understanding your full financial picture so we can help you answer the questions that matter most. From there, we use a tactical, math-based investment approach built around your specific situation—not one-size-fits-all advice. With our flat-fee, non-commissioned structure, our focus stays on helping you achieve your goals. When appropriate, we may incorporate a variety of solutions as part of your overall strategy. Our goal is simple: to help you retire with clarity, dignity, and confidence.

Wealth Management

Victory Wealth Partners provides retirement planning and personal wealth management grounded in a disciplined fiduciary standard. We pair a tactical, rules-based investment approach with a transparent flat-fee structure designed to help clients pursue long-term growth while thoughtfully managing market risk.

Through the Victory Plan, we deliver clear direction, personalized strategies, and a structured path forward to help you pursue your own personal financial and investment goals.

401k Services

401k Management

Victory Wealth Partners provides 401(k) consulting services built on a disciplined fiduciary standard. We support plan sponsors and trustees through ERISA 3(21) and 3(38) advisory services designed to help reduce administrative burden, manage fiduciary responsibilities, and support regulatory compliance. Our team conducts detailed annual plan reviews, develops required compliance documents, and creates the policies necessary to help keep your plan aligned with ERISA standards.

As your 3(38) fiduciary advisor, we serve as your investment manager and take on the responsibility of overseeing your plan’s investment decisions. We do all of this within a transparent flat fee structure that helps keep our interests aligned with yours. Simply put, we manage your 401(k) plan so you can stay focused on running your business.

401k Education

For participants, we go beyond general education by offering retirement readiness guidance, thoughtfully designed investment models, and the ability to provide individualized participant-specific advice—a level of personalized fiduciary support not all advisors are positioned to deliver. This helps employees make more informed decisions based on their own financial circumstances, retirement goals, and broader investment needs.

As CEFEX certified fiduciaries, we provide transparent oversight and objective recommendations focused on helping protect assets, manage market volatility, and support long-term financial outcomes. Our goal is to provide the structure, clarity, and confidence needed for both plan sponsors and participants to move forward with purpose.

Meet Our Team

Ashley Rosser, AIF

Chief Executive Officer

Andrew Johnston, AIF

Director of Wealth Management

Megan Schaffer

Director of Client Servicing

News & Blog Articles

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Don’t Let Headlines Drive Your Investment Decisions

Markets Continue To Climb Despite Headlines If you only followed the news over the past few months, you might assume the stock market had a difficult summer. Investors have had plenty to worry about. There are rising tensions in the Middle East, higher oil prices, persistent inflation concerns, and ongoing questions about whether the billions […]

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Mid-Year Financial Check-In

Mid-Year Financial Check-In: 5 Smart Moves to Make Before Summer

As summer approaches and schedules begin to fill with vacations, family events, and changing routines, May can serve as an excellent time to pause and revisit your financial picture. While year-end often gets most of the attention, a mid-year financial check-in can be just as valuable when it comes to staying aligned with your long-term […]

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April Market Update - Markets, Headlines and Perspective

April Market Update – Markets, Headlines and Perspective

With March headlines dominated by geopolitical tensions and recent U.S. military actions, investors are once again asking a familiar question: What does this mean for April markets? Research from Nasdaq Dorsey Wright provides helpful historical context. While the headlines can feel unsettling, the data tells a more measured story. Short-Term Volatility, Not Long-Term Damage Markets […]

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