Kalamazoo, MI Office
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Valley Oak Investment Strategies LLC
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About
Valley Oak Investment Strategies provides comprehensive financial planning, consulting, investment management, and retirement plan consulting to business owners, individuals, families, corporations, charities, and pension/profit-sharing plans. The firm emphasizes tax planning for business owners and offers both full financial plans and single-topic consulting engagements alongside ongoing portfolio oversight.
The firm develops customized plans through client interviews and maps client objectives to model portfolios and third‑party sub-advisers, using tools from the Altruist Model Marketplace and other platforms to implement strategies. Valley Oak typically seeks discretionary authority for portfolio implementation, monitors sub-advisers for adherence to chosen strategies, and rebalances portfolios as needed to maintain intended allocations.
Noteworthy operational features disclosed in the brochure include affiliations that are less common for similar-sized firms: advisory personnel are licensed insurance professionals and the firm has a relationship with a broker‑dealer, arrangements the brochure identifies as creating potential commission‑based conflicts of interest. The firm also maintains institutional relationships with platform providers (including a recently established relationship with Betterment and participation in Altruist’s Model Marketplace and Altruist One program), giving it access to third‑party model portfolios, tax‑management tools, and platform benefits not always available at peers.
Based on Valley Oak Investment Strategies LLC
Expertise
Based on Valley Oak Investment Strategies LLC
Location
6011 Stadium Drive
Kalamazoo MI 49009
Advisors at this office
2
Advisors at this office
Matthew R
CFP®, Series 63
Kalamazoo, MI
Valley Oak Investment Strategies LLC
Matthew Rzepka is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Valley Oak Investment Strategies LLC in Kalamazoo, MI. His prior experience includes roles at Kingswood Capital Partners, Financial Gravity Family Office Services, Forta Financial Group, and Cambridge Investment Research. Outside of advisory work, he is a part-owner of a Zoup franchise in Kalamazoo. Valley Oak Investment Strategies provides financial planning, consulting, investment management, and retirement plan consulting to a range of clients including business owners, individuals, families, corporations, charities, and pension/profit-sharing plans. The firm emphasizes tax planning and uses customized plans that integrate model portfolios and third-party sub-advisers, maintaining ongoing portfolio oversight and discretionary authority for implementation.
Philip K
Series 63, Series 65
Kalamazoo, MI
Valley Oak Investment Strategies LLC
Philip Kehoe is a financial advisor with Valley Oak Investment Strategies LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at firms including Kingswood Capital Partners and Cambridge Investment Research. Outside of his advisory roles, he manages Kehoe Financial Services, a DBA business in Kalamazoo, MI. Valley Oak Investment Strategies provides financial planning, consulting, investment management, and retirement plan consulting to a diverse client base, including business owners, individuals, families, corporations, charities, and pension/profit-sharing plans. The firm integrates tax planning and uses third-party model portfolios and sub-advisers to implement customized strategies.
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