A complete list of active advisors currently associated with Valley Brook Capital Group

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

Valley Brook Capital Group provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, corporations and charitable organizations. The firm offers discretionary and non‑discretionary wealth management, an automated "Intelligent Portfolios" offering delivered through Charles Schwab, retirement‑plan advisory services, and trustee services for select clients. Valley Brook develops individualized asset‑allocation models after gathering clients’ financial information and typically implements those models using a mix of individual equities, mutual funds, ETFs and fixed‑income securities consistent with each client’s objectives and risk tolerance. The firm’s automated service uses a client risk questionnaire to place clients into pre‑defined, daily‑rebalanced models (including one hour of investment consultation per year), and financial planning is frequently integrated into its portfolio services. The brochure discloses several features that distinguish Valley Brook from many peers: an affiliation with the accounting firm McCall Scanlon & Tice, LLC (and the related MST Wealth Advisors DBA) in which certain associates are CPAs and offer accounting services that may be recommended to advisory clients, and the firm’s disclosed use of endorsements and testimonials in its advertising. The firm also notes it will serve as trustee for selected client accounts (creating custody subject to regulatory surprise examinations) and that it uses certain AI tools for operational and client‑service tasks while not employing AI for investment selection.

To learn more about the advisors currently working at Valley Brook Capital 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.