ANCHORED IN COMPLIANCE

Victory Fiduciary Consulting is a CEFEX certified Independent Fiduciary. Victory was the first firm in New Jersey to earn the CEFEX (Center For Fiduciary Excellence) certification in 2007 signifying they have implemented the industry’s Best Practice Standards. This annual re-certification process separates us from other advisory firms who have built in conflicts of interest. We believe the focus should be on executing the most appropriate strategies while documenting that we place our clients interest first.

We provide 401k plan consulting to Plan Sponsors and serve as 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

Lighthouse or Barge

Lighthouse or Barge

I know it has only been a month since I last wrote but it sure feels like it has been a year. I struggled to summarize all the actions and updates we have seen in the past four weeks. The... Read more →