A complete list of active advisors currently associated with Valiance Group

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

Valiance Group is a state-registered investment adviser that provides portfolio management to individuals, families, and businesses and offers ERISA-compliant retirement plan consulting. The firm identifies clients’ financial goals through interviews and develops customized portfolios and participant education materials in coordination with recordkeepers, third-party administrators, and other plan service providers. Portfolios are constructed using an analytics module and may include mutual funds, ETFs, individual equities, fixed income and allocations to third-party sub-managers; the adviser monitors and adjusts allocations to align with client risk profiles. Although the investment agreement permits discretionary authority, the brochure reports that the firm’s reported assets under management are currently handled on a non-discretionary basis, with sub-managers often responsible for trade execution and allocation. Valiance operates as a solo practitioner with a small, concentrated client base and AUM fully reported as non-discretionary, a combination that is uncommon among independent RIAs. The firm’s mix of individual wealth management together with retirement-plan consulting and reliance on third-party sub-managers (which may use leverage) shapes an operational model centered on advisory and implementation through external providers.

To learn more about the advisors currently working at Valiance Group, 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.

Name	Location	Years of experience
Edmund Burke	Mentor-On-The-Lake, OH	12

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