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.

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.



Plan Sponsors & Trustees

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

401k Participant Services

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

Wealth Management


Financial Planning Services

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

Retirement Planning Services

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

Latest News

Precedent for Unprecedented Times

Precedent for Unprecedented Times

With the recent swings in the market, we wanted to provide a new update on what we are seeing in the market and the economy. This week has seen some strong returns, particularly on Tuesday, when the S&P 500 index... Read more →