A complete list of active advisors currently associated with Valkyrie Financial

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

Valkyrie Financial provides discretionary portfolio management, ongoing comprehensive financial planning on a monthly subscription basis, and project‑based planning engagements for individual and high‑net‑worth clients. The firm develops individualized investment policy statements and constructs portfolios to meet each client’s stated objectives and constraints. Investment implementation is primarily passive, using index mutual funds and exchange‑traded funds to achieve asset‑class exposure while emphasizing low turnover and tax efficiency, and the adviser supplements that approach with both fundamental and cyclical analysis to inform allocation decisions. Accounts are managed on a discretionary basis with clients able to impose reasonable restrictions, and the firm typically executes trades on an account‑by‑account basis rather than using aggregated block trades. Distinctive features include an ongoing planning offering that incorporates investment management at no additional charge for subscribers and the firm’s small scale—roughly $8.4 million in AUM across 22 clients—managed by a solo CFP®‑credentialed principal. The firm reports no related‑party compensation, does not recommend outside managers or participate in wrap programs, and relies on custodian statements for reporting rather than providing separate written portfolio reports to investment advisory clients.

To learn more about the advisors currently working at Valkyrie Financial, 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
Sarah Paulson	Appleton, WI	11

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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