• Your Wealth. Our Expertise.

    Helping individuals and families grow, preserve, and transfer their wealth to future generations. 

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  • Your Goals. Our Guidance.

    Guiding you with experience, expertise, and education, so that your wealth reflects what matters most to you.

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    Scenic overwater bungalow in Vaitāpē, French Polynesia. Perfect tropical escape.

  • Expect More from Your Advisor.

    See why clients are making the switch to Vermillion. 

    Explore the Client Experience

Ultra-Affluent Individuals

Over $10 Million Net-Worth

High-Net-Worth Individuals

Over $1 Million Net-Worth

Growing Net-Worth

Looking to Grow Over $1 Million

Business Owners

Retirement and Business Planning Services

Expert Contributor to

  • cnbc
  • the wall street journal
  • cnn
  • forbes
  • chicago tribune
  • BBC
cnbc
the wall street journal
cnn
forbes
chicago tribune
BBC
*Disclosures

A Legacy of Trust.
A Vision for Your Future.

Since 1988, we have been serving individuals, families, and business owners with a distinct mission: to deliver financial planning and wealth management services that surpass industry standards. Our founder, Mark LaSpisa, envisioned a firm dedicated to personalized, comprehensive service, driven by a commitment to helping clients enhance and protect their wealth. Over the years, we have stayed true to this mission, building a legacy and reputation rooted in financial expertise and a deep passion for our clients’ well-being.  

Who We are

Who We Serve

We understand every client’s journey is unique. That’s why we provide specialized strategies tailored to your specific situation. 

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Individuals & Families

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Vermillion by Numbers

Two boutique offices delivering client-centric service for over 35 years.

99%

Client Retention Ratio

1988

Year Founded

47:1

Low Client to Advisor Ratio

4

Countries of Client Residency
*Disclosures

Why Partner with Vermillion?

At Vermillion, we believe wealth management should go beyond traditional advising. We act as true partners, helping you understand your options, navigate challenges, and make informed decisions with confidence. Every strategy we design is built around your goals, your values, and your future. 

Our Difference 

What Our Clients Have Said

  • Jim

    Client since 1996

    “Vermillion has been so much of our lives for going on 30 years that the value is really incalculable.”

  • Gary

    Family Office Client Since 2022

    “I worked with the big-name firms, but no one told me something I didn’t know until working with Vermillion.”

  • Dolores

    Client Since 1991

    “Vermillion’s services are different because of the very personal interest and attention they give to us and all our financial needs.” 

  • Giovanni

    Client Since 2025

    “Vermilion takes a very holistic and tangible approach to finances, which I find refreshing. It is a mutual decision-making process, not a pressuring or demanding type of setting. I truly appreciate their mentoring and teaching as opposed to dictating financial decisions for their clients.”

The above testimonials were provided by clients of Vermillion Financial Advisors.  None of the clients providing testimonials were compensated for their participation. See Industry Disclosures for more.

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