Mark Stancato, CFP^®

EA, ECA, CRPS^®

Founder, Lead Advisor

VIP Wealth Advisors

120 W Trinity Pl
Decatur, GA 30030

FINANCIAL ADVISOR'S WEBSITE

VIPWealthadvisors.com

(917) 319-8281 CONNECT WITH Mark

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$400,000

Investable Asset Minimum

$500,000

My Links

Book a Free Initial Consultation

Brochures

The VIP Planning Process

General

Mark Stancato is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at VIP Wealth Advisors in Decatur, GA and the surrounding communities.

Financial Advisor Overview

VIP Wealth Advisors, an independent, fee-only Registered Investment Advisor, provides comprehensive financial planning, tax strategy, and investment management for high-income professionals, business owners, and equity-compensated executives. Our services include advanced tax planning and in-house tax preparation, stock option and equity compensation strategies, real estate and business planning, estate planning, and the design and management of globally diversified, tax-efficient portfolios. We specialize in helping tech professionals, entrepreneurs, and affluent families simplify complexity, reduce taxes, and make confident decisions about their wealth.

Financial Advisor Experience

Mark Stancato, CFP®, EA, ECA, CRPS® is the Founder and Lead Advisor of VIP Wealth Advisors. For more than 20 years, Mark has provided fee-only financial planning and tax strategy to affluent individuals, families, and business owners. His career has been devoted exclusively to working with high-net-worth clients in complex situations—helping tech professionals with equity compensation, entrepreneurs with closely held businesses, and real estate investors with multi-property portfolios. A graduate of Purdue University, Mark holds multiple advanced designations, including CERTIFIED FINANCIAL PLANNER™, IRS Enrolled Agent, Equity Compensation Associate, and Chartered Retirement Plans Specialist®. He has always worked in the fee-only fiduciary model, building deep, long-term relationships based on trust, transparency, and highly personalized advice.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Other - EA, ECA

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Cross-border Planning, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Irregular Income, Getting Married, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances