A complete list of active advisors currently associated with The Valente Group LLC

Warmer can help you find a great advisor at The Valente Group LLC or one who fits your needs even better.

The Valente Group, LLC provides individualized financial planning and portfolio management to individuals, high‑net‑worth clients, and business entities and may recommend independent investment managers as part of implementation. Clients receive written financial plans and ongoing account oversight, with custodial statements delivered at least quarterly. The firm constructs tailored asset allocations and emphasizes principles of value, safety, and quality, placing particular weight on risk control and loss avoidance while seeking global investment opportunities. Investment selection draws on both fundamental and technical analysis, and accounts are reviewed quarterly with annual client meetings to update objectives and circumstances. The brochure highlights two features that distinguish the firm from many peers: it reports managing approximately $19 million in client assets predominantly on a non‑discretionary basis as of December 31, 2024 (so clients retain prior approval for trades), and the principal maintains a licensed insurance practice (property/casualty and life/health) that generates separate commissions. The firm also discloses that the principal spends time consulting on non‑securities business matters and identifies these other activities as potential conflicts of interest that it seeks to mitigate.

To learn more about the advisors currently working at The Valente Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.