A complete list of active advisors currently associated with Valence Wealth

Warmer can help you find a great advisor at Valence Wealth or one who fits your needs even better.

Valence Wealth serves individuals and high‑net‑worth clients, offering wealth management that combines discretionary portfolio management for individual accounts with comprehensive financial planning and retirement advice. The firm’s services include both written financial plans and ad‑hoc consultations, and it states it will implement portfolios using mutual funds, ETFs, individual securities, and, when appropriate, alternative investments or derivatives. The firm describes a fiduciary, long‑term oriented investment approach grounded in fundamental analysis, portfolio construction, and ongoing monitoring, while retaining the flexibility to rebalance or trade more actively when client objectives or market conditions warrant. Valence also conducts its own due diligence and may recommend or implement portions of a client’s portfolio through unaffiliated independent managers, providing oversight of those managers’ alignment with client objectives. What is distinctive relative to peers is the firm’s use of a fixed, tiered flat‑fee model based on service complexity rather than asset levels, its explicit combination of financial planning with individualized portfolio management, and its practice of selecting other advisers for implementation — features the brochure notes are uncommon for firms in this category. The firm also discloses an affiliation with a licensed insurance professional (who may receive commission compensation for insurance sales), does not manage private funds, and is newly formed with no assets under management at the time of the brochure.

To learn more about the advisors currently working at Valence Wealth, 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.