ANCHORED IN COMPLIANCE

Victory Fiduciary Consulting is an independent, South Jersey based, Registered Investment Advisor (RIA) firm and is one of only three firms in the Delaware Valley to earn a 2016 Center for Fiduciary Excellence (CEFEX) certification, and the only retirement planning firm in the State of New Jersey to earn the prestigious Investment Advisor Certification Validation.

We provide 401k plan consulting services to Plan Sponsors of small to mid-size companies and serve as a retirement 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 Fiduciary Consulting, we implement a set of core values which uphold our professional and industry due diligence as advisors:

  1. Higher Standards:
    As certified fiduciary advisors, we are held to higher industry compliance standard, providing unbiased client investment recommendations.
  2. Best Practices:
    We are committed and held accountable to implore industry best practices and serve in the best interest of our clients over profit.
  3. Striving for Excellence:
    We are CEFEX (Center for Fiduciary Excellence) certified, earning one of the highest level of fiduciary accountability and standards in the financial industry.
  4. Transparency:
    We believe in conducting business with full transparency and put it in writing up-front.

401k

compliance-management

Plan Sponsors & Trustees

  • Reduce Plan Trustee Liability
  • Best Practice Standards
  • ERISA 3(21) Advisor Services
  • ERISA 3 (38) Advisor Services
education

401k Participant Services

  • Retirement Readiness Program
  • Group Education
  • Individual Counseling
  • Retirement Planning Workshops

Wealth Management

financialplanning

Financial Planning Services

  • Best Practice Standards
  • Financial Needs Analysis
  • Cash Flow Management
  • Risk Management
  • College Funding
  • Retirement Planning
retirement

Retirement Planning Services

  • Best Practice Standards
  • Financial Needs Analysis
  • Asset and Income Projections
  • Social Security Planning
  • Estate Planning
  • Asset Protection

Latest News

operational upgrades

Registered Investment Advisor Firm Announces Operational Upgrades

Victory Fiduciary Consulting’s senior management announced their firms 2016 operational upgrades after more than two decades. “Victory has undergone substantive and sustainable changes in 2016, including a rebranding marketing initiative, key personnel additions, and now system upgrades, to augment our... Read more →