Staten Island, New York
A fee-only fiduciary financial advisor in Staten Island
VCP Financial is an independent, fee-only registered investment advisor headquartered on Victory Boulevard in Staten Island. We provide customized portfolio construction, disciplined risk management, and long-term investment advisory to individuals and families here in the borough and across the New York metro area.
As fiduciaries, we are legally obligated to act in our clients' best interest. We earn no commissions and sell no products — our only compensation is the advisory fee our clients pay us directly.
Why does working with a fiduciary matter?
Much of the financial industry is paid on commission — advice and product sales become hard to tell apart. A fee-only fiduciary removes that conflict: we are paid only by our clients, so our recommendations answer to one question — what serves your interests.
Our approach centers on what we can control: portfolio structure, business quality, risk management, and disciplined behavior through market cycles. We don't chase trends, promise returns, or make market-timing calls — you can read our investment philosophy in plain language.
Who do we work with in Staten Island?
- Professionals and executives building and protecting wealth
- Business owners who want their investments professionally managed
- Retirees and near-retirees focused on income, capital preservation, and taxes
- Families navigating New York’s state and city tax landscape
Our Staten Island office
Monday – Friday, 9:00 AM – 6:00 PM
Common questions
Do you only work with clients in Staten Island?
Our office is in Staten Island, and many of our clients are here or elsewhere in the New York metro area — Brooklyn, Manhattan, and New Jersey. We also work with clients in other states through virtual meetings.
What does "fee-only" mean?
Fee-only means our only compensation is the advisory fee paid directly by clients. We earn no commissions, no referral fees, and no product-based compensation, which removes a major conflict of interest common elsewhere in the industry.
What is your account minimum?
We typically work with clients who have $1,000,000 or more in investable assets. In certain circumstances, we may accept smaller accounts at our discretion.
How are your fees structured?
We charge a percentage of assets under management, disclosed clearly in our Form ADV Part 2A. There are no commissions or hidden costs.
How do I get started?
With a conversation — no pitch, no obligation. We discuss your circumstances, explain our approach and fees, and both decide whether the fit is right before anything else happens.
Talk with a Staten Island fiduciary — no pitch, no obligation.
An initial conversation covers your circumstances, our approach, and our fees — and whether the fit is right, before anything else.
Start the conversationThis page is for informational purposes only and does not constitute investment advice, an offer of advisory services, or a solicitation. VCP Financial provides advisory services only to clients under a written advisory agreement. For complete information about our services, fees, and potential conflicts of interest, please review our Form ADV Part 2A.