OUR MISSION STATEMENT
Serving as your Family Office, we offer best-in-class wealth management to help you create the lifestyle you desire and the legacy you imagine.
Serving as your Family Office, we offer best-in-class wealth management to help you create the lifestyle you desire and the legacy you imagine.
Whatever your concerns, we will work closely with you to thoughtfully craft an investment portfolio aimed at protecting your capital, meeting your current financial needs, and creating the future you desire for yourself and your loved ones. We will keep you fully informed at each step, and we will implement our plan and review it with you regularly. We are proud of the service and resources that we offer our clients, and we welcome the opportunity to offer this same level of excellence to you, your family, or institution. If you would like to discover how we can help you plan for your future, please reach out to us today.
Your investments should not be driven by emotion, left to chance, or exposed to undue risk. At The VanDusen Epstein Group, we don’t act on hunches or invest in the flavor of the month. The investment decisions we make for you will be based on a thoughtfully devised process and strategy. We work with you to define your goals and construct a portfolio that aims to reach them.
With more than 100 years of combined experience in financial services, as well as tax, estate, and corporate planning strategies, our team has the knowledge base and extensive skills to help our clients prepare for the future they desire. We are an award-winning team of Wealth Advisors who offer a full spectrum of wealth management strategies for business owners, corporate professionals, their families, and institutions.
The VanDusen Epstein Group has the talent, the vision, and the passion to help our clients achieve their dreams. We look forward to becoming your financial allies as we work together toward the future you imagine.
In one ring, not two.
When our clients call us, we answer the phone. It sounds simple, but we believe strongly that part of our commitment to you is to be there when you need us. We are dedicated to our clients, so we won’t relegate you to voicemail and leave you wondering if anyone received your message. We will absolutely answer your calls and your concerns will be heard.
Less is more.
We limit our practice to a small base of clients, because we value meaningful and long-lasting relationships. Truly knowing the clients we serve is fundamental to helping them achieve their goals.
No one in the world is quite like you.
We want to know everything about you. We need to understand more than just your assets in preparing for your hopes and guarding against your fears. A complete assessment of your unique financial situation allows us to create a custom plan which includes the tools needed to help prepare you for life’s events.
Family is everything.
Serving as your Family Office, we will stand with you and engineer the intricate moving parts of your financial world into a cohesive, forward-thinking machine. When Ryan brought his career experience on tax, estate and corporate planning matters to the team, we became a Family Office with the distinctive skillset and collective aptitude to provide you with practical and sophisticated guidance for all your planning needs, no matter the complexity. We will strive to simplify your life and maximize the impact of your wealth.
The Morgan Stanley Global Investment Committee
Morgan Stanley is…
Preeminent Intellectual Capital…
Christopher R. VanDusen, ChFC®, is a Family Wealth Advisor and Co-founder of The VanDusen Epstein Group at Morgan Stanley. With over 15 years of experience in the financial services industry, Chris focuses on comprehensive wealth management for business owners, high-networth individuals and their families, as well as nonprofit institutions.
Chris earned his B.A. in Economics and Business with a minor in French from Lafayette College. After graduation, Chris entered the financial services industry as a Market Maker on the floor of the Philadelphia Stock Exchange with Group One Trading. Chris then joined Morgan Stanley and became one of the youngest Financial Advisors to be invited to the firm’s Wealth Advisor Program, an invitation-only training curriculum of advanced planning techniques for ultra-high-net-worth families. Chris continued to excel at the firm and became a Senior Vice President when he was just 31 years old, making him one of Morgan Stanley’s youngest advisors to earn that title.
Committed to refining his knowledge and skills to better serve his clients, Chris obtained the prestigious Chartered Financial Consultant® designation from The American College. As a ChFC®, Chris has completed the most extensive educational program required for any financial services credential, including training in investments, insurance, retirement planning, taxation, and estate planning. This certification gives Chris a sophisticated intellectual and analytical framework that he applies to his clients’ financial plans. As a member of Morgan Stanley Wealth Management’s Financial Advisor Council, Chris represents the interests of Financial Advisors and clients for Morgan Stanley’s Mid- Atlantic Region.
A firm believer in superior client service, Chris forms long-term relationships with his clients in order to discover their unique needs and aspirations. Chris has significant experience working with closely held businesses and helping these clients with business transition events. Chris is a member of the Lafayette College Alumni Association, a former member of the Board of Directors for the Philly POPS®, and a former member of the Board of Directors for the Friends of Children’s Crisis Treatment Center. In his free time, he enjoys running, fishing, and golf. Chris and his wife Beth met at Lafayette College and live in Moorestown, NJ, with their two daughters, Charlotte and Ella. They enjoy spending summers in Ocean City, NJ.
Securities Agent: AK, AR, AZ, CA, CT, DC, DE, FL, GA, ID, IL, KS, KY, MA, MD, MO, NC, NJ, NM, NY, OH, OR, PA, TX, UT, VA, VT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Blake P. Epstein, CFP®, is a Financial Advisor and Co-founder of The VanDusen Epstein Group at Morgan Stanley. With over 19 years of experience in the financial services industry, Blake concentrates on creating sophisticated financial plans for business owners, healthcare executives, and nonprofit institutions.
A 1994 graduate of Temple University - Fox School of Business and Management, Blake has a B.S. in Business. He is also a CERTIFIED FINANCIAL PLANNER™, an elite designation which promotes that he adheres to the highest ethical and fiduciary standards in his dealings with his clients. As a CFP®, Blake has acquired an extensive array of technical skills and a comprehensive understanding of the financial planning process. Blake relies on his in-depth knowledge of investments and markets to create wealth management strategies grounded in his clients’ personal goals and emphasizing asset allocation and risk management.
Blake works closely with his clients to create a 360-degree assessment of each client’s complete financial situation. Understanding that different clients have different needs, Blake focuses on helping his clients plan for all aspects of their lives, including business sales and transition needs. Blake listens carefully to his clients and prides himself on the enhanced level of service he provides.
Involved in his community, Blake served on the Board of Directors for the Boys and Girls Club of Philadelphia and coaches his daughter’s soccer team. He is married to his childhood sweetheart Meredith, and they live in Fort Washington, PA, with their daughters, Eliza and Madeline. Blake’s family shares a love of snow sports and they enjoy spending time at their summer home in Margate, NJ.
Securities Agent: AK, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KS, KY, MA, MD, MO, NC, NJ, NM, NY, OH, OR, PA, TX, UT, VA, VT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Ryan P. Flynn is a Financial Advisor and Principal in The VanDusen Epstein Group at Morgan Stanley. Prior to joining the group, Ryan practiced as a Private Wealth attorney (currently non-practicing), counseling clients in all facets of managing family wealth. Drawing on his vast experience, Ryan brings a meticulous attention to detail to his clients’ wealth management plans, while providing them with the full spectrum of guidance and services of a Family Office.
Throughout his career, first with the high-net-worth personal financial services group at PricewaterhouseCoopers LLP, then with one of the region’s premier private wealth law practices at the firm of Archer & Greiner P.C., Ryan has provided clients with strategic guidance for income tax minimization, estate and asset protection planning, closely-held business matters, sophisticated retirement plan structures, and trust administration. He also has extensive experience advising on executive compensation plans, philanthropic techniques, and the variety of issues attendant to special needs beneficiary situations.
Ryan received his B.A. from Georgetown University and his J.D. from the Villanova University School of Law, where he earned the honor of being appointed Editor-In-Chief of the Villanova Tax Law Compendium. Ryan continued his course of studies in tax, estates, and business planning at the Georgetown University Law Center and Villanova’s Graduate Tax Law Program, where he received his LL.M. (Masters of Law) in Taxation and earned the distinction of graduating in the top 10% of his class.
Ryan serves as President of The Georgetown University Club and on the Board of Governors of St. Joseph’s Preparatory School. He also is a member of the Bar Associations and Estate and Financial Planning Councils of Philadelphia and New Jersey, as well as the Bringing Up Down Syndrome (BUDS) Organization where he and his younger sister Tricia participate in recreational programs.
Ryan lives in Cherry Hill, NJ, with his wife Jennifer and their twins, Tommy and Addison. In his free time, Ryan enjoys golf, basketball, fishing, and spending summers with his family in Avalon, NJ.
Securities Agent: AK, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MO, NC, NJ, NM, NY, OR, PA, TX, UT, VA, VT, WA; General Securities Representative; Investment Advisor Representative
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
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