A complete list of active advisors currently associated with Valley Financial Group

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

Valley Financial Group provides investment management and financial planning to individuals, families, trusts, charitable organizations, businesses and pension plans, managing a mix of non‑wealthy and high‑net‑worth clients. The firm reports roughly $287 million in assets under management and delivers ongoing portfolio oversight and plan-based advice. VFG uses a predominantly top‑down, evidence‑based investment approach that combines macroeconomic analysis with fundamental research and selected third‑party manager allocations. Most accounts are managed on a discretionary basis under a Limited Power of Attorney, and the firm recommends Fidelity for custody and execution while offering client access to online tools and reporting. Noteworthy features include that certain VFG professionals are also registered representatives of Purshe Kaplan Sterling Investments, Inc., which enables them to offer commissionable brokerage products alongside advisory services. The firm sponsors a wrap fee program (paying custodial wrap fees on enrolled assets), discloses receipt of non‑cash benefits from its custodian, and makes estate and tax planning resources available to clients (generally those with $500,000 or more under management, with exceptions possible) as part of its asset management services.

To learn more about the advisors currently working at Valley Financial 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.