Village Wealth Advisors

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Village Wealth Advisors Independent Financial Advisors + Wealth Management What We Do Close What We Do Open What We Do Our Clients Close Our Clients Open Our Clients Blog Contact Us What We Do Close What We Do Open What We Do Our Clients Close Our Clients Open Our Clients Blog Contact Us Locally Owned Community Focused Fee-Only Fiduciaries Independent Guidance with Conejo Valley Roots Find Out More Right-Sized Support For Our Community Find Out More No Products. No Commissions. Just Your Best Interest Always. Find Out More Our philosophy Financial Independence Begins By Understanding How Money Flows Personalized We tailor our approach to the individual, taking the time to understand your goals, your milestones, and your pace. Clarity We believe financial guidance should feel calm, clear, and transparent. Cash-Flow-First We ground our work in cash-flow-first planning to ensure each client s needs around safety and security are met. Fiduciary Integrity No risky speculations. No unnecessary complexity. Just thoughtful guidance, rooted in fiduciary integrity. Services Expert financial guidance for your family legacy. Complimentary Portfolio Review Proprietary Process Financial Planning Investing View All Services Our Team Jon Courtney MBA, CFP® Nayivi Velez MBA, CFP® Dru Brooks CHFC® Jamie Lovin CFP® Dalila Van Boven Nicole Cassella About Our Team Insights Case Studies A glimpse into how we elevate financial outcomes across generations and life stages. Case Study In-Retirement Co

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