Our Story
Jon Courtney and Nayivi Velez first met in 2006 while working at an independent RIA on the Westside of Los Angeles. Nayivi’s talent and professionalism made such a strong impression on Jon that he hoped they would one day work together again. That opportunity came a few years later when Jon hired Nayivi as a financial planner – forming a partnership that has continued ever since.
The origins of Village Wealth Advisors trace back to the upheaval of the 2008 Great Recession. When Jon’s mentor left the industry in 2010, Jon and Nayivi stepped in to support a small, loyal group of clients navigating a period of uncertainty. Their ability to provide clarity and steady guidance earned the trust of those early clients, who ultimately became the core of Village Wealth Advisors.
Across the years that followed, Jon and Nayivi worked with several independent firms, intentionally refining their approach by adopting the best practices they encountered and discarding the rest. Confident they could deliver a higher standard of service, they founded Village Wealth Advisors in 2018 with $60M under management. Since then, the firm has grown nearly fivefold – driven entirely by client referrals and strengthened by relationships that now span multiple generations. For Jon and Nayivi, being entrusted with the financial wellbeing of a client’s extended family remains their greatest honor.
Our Team
Our Philosophy
We believe financial guidance should feel calm, clear, and genuinely personal. Every relationship begins with understanding how money moves through your life – so every decision about spending, saving, investing, or giving supports what matters most to you and your family.
As a right-sized boutique firm, we tailor our approach to each individual client. You are known by name, supported by a collaborative team, and cared for with attention that reflects your goals, your milestones, and your pace. Our independence ensures that our advice is transparent and always centered on your best interest.
We ground our work in cash-flow-first planning, disciplined long-term investing, and proactive communication. No risky speculations. No products. No unnecessary complexity. Just thoughtful guidance, rooted in fiduciary integrity, that gives families confidence today and clarity for the decades ahead.
To see exactly what you can expect when working with us, click the link below to view Our Commitment to You.
Our Community
Rooted in the community we call home, Village Wealth Advisors proudly invests our time, leadership, and resources into local programs. From youth sports organizations such as Moorpark Little League, Moorpark Youth Football & Cheer, AYSO, and school athletics to educational foundations like the Moorpark Education Foundation, Mesa Verde Middle School, Campus Canyon PTSA, and the Friends of the Library, as well as cultural institutions including the Moorpark Foundation for the Arts, we support the organizations that help children and families learn, grow, and thrive.
Our involvement extends through service in Rotary, leadership in youth scouting, and participation in charitable events benefiting organizations such as COACH for Kids, Nathaniel’s Hope, and the Ventura County Sheriff’s Foundation.
Because for us, financial guidance is about more than money – it’s about helping build a resilient community where strong families and strong futures go hand in hand.
